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Replacement Ratio: The Dinosaur of Retirement Planning
retirement system as it currently exists in the U.S.: • With fewer defined-benefit plans, we focus more ... higher level of spending at a safe level. Variable-annuity solutions can increase the spending levels prescribed ...- Authors: R Inglis
- Date: Apr 2019
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Post retirement risks
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Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century
Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century Most industry ... are either not eligible for or are not using today's tax-preferred options for funding retiree medical ...- Authors: Jack Towarnicky
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retiree medical; Long-term Care>Funding - Long-term Care
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Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
individuals. One of the Aging and Retirement program’s recent major projects was focused on understanding ... focuses on fraud and elder financial abuse. There's very little that professionals, family members, and ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Long-term Care and Caregiving: The Perspective of the Individual
choice of risks of most concern is the core of the SOA’s consumer research program. The Risk Survey series ... when and for how long, especially since the person’s situation can change dramatically and frequently.- Authors: Anna M Rappaport
- Date: Jan 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Long-term Care
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The Replacement Ratio Dinosaur--A View From Jurrasic Park
The Replacement Ratio Dinosaur--A View From Jurrasic Park Why retirement income replacement ... of information for our partner at the bargaining table. WHY POKE AT THE REPLACEMENT RATIO? The three partners ...- Authors: Fred Munzenmaier
- Date: Sep 2019
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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A Twist on DC Plan Design—Supports Lower Paid and Higher Paid Employees
A Twist on DC Plan Design—Supports Lower Paid and Higher Paid Employees A DC plan design ... plans, qualified defined con- tribution plans in the U.S. must meet nondiscrimination requirements to ensure ...- Authors: Ruth Schau
- Date: Jul 2020
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans