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  • The 401(k) As A Lifetime Financial Wellness Instrument
    saving in a non-qualified, variable deferred annuity. I own my home and a rental property outright. ... retirement while older workers understood the 401(k)’s capability. Instead, we focused on a “vehicle” workers ...

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    • Authors: Jack Towarnicky
    • Date: Sep 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Perspectives from Anna:Responding to Challenges ....
    5 h t t p s : / / w w w. s o a . o r g / N e w s - a n d - P u b l i ca t i o n s / P u b l i ca t i ... i o n s / E s s a y s / 2017-financial-wellness-essay-collection.aspx. 6 Carol Bogosian and I were ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
  • A Portfolio Approach to Retirement Income Security
    of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Interesting Perspectives about Lifetime Income
    variable TIAA-CREF annuity. Of- ten they liked the flat pension better than the variable annuity, because they ... was asking (which impacted whether the variable annuity was going up or down). My initial experience on ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2014
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans
  • Perspectives from Anna:Getting Better Results in a DC Plan
    elsewhere, and the question of whether to buy an annuity with some of the DC bal- ance. But of course for ... Retirement: Three big ideas that could reshape the U.S. retirement system. Bob Collie presents a survey ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2016
    • Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help
    specified period has elapsed, such as a de- ferred annuity, a.k.a. longevity insurance. There are many variations ... experience poor investment returns. 3. Buy an annuity from an insurance com- pany, which will guarantee ...

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    • Authors: Steven Vernon
    • Date: Jan 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • A System to Evaluate and Compare Defined Contribution Plans
    A System to Evaluate and Compare Defined Contribution Plans Presents a tool for actuaries ... and Dylan Porter Employers in many sectors of the U.S. and Canadian econ-omy have been moving from defined ...

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    • Authors: Dylan Porter, Marc Des Rosiers
    • Date: Jun 2017
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • What Do You Call A Glass That Is 60-85% Full?
    What Do You Call A Glass That Is 60-85% Full? In this article, the author discusses ... auto-enrollment does obtain that goal. ENDNOTES [1] Holden, S., VanDerhei, J., "The Influence of Automatic Enrollment ...

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    • Authors: Jack L VanDerhei
    • Date: Oct 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
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