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  • Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
    Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems This material summarizes work done to date to develop a model for a quantitative evaluation framework for ...

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    • Authors: Rowland Davis
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • A System to Evaluate and Compare Defined Contribution Plans
    A System to Evaluate and Compare Defined Contribution Plans This report presents a framework that could be used by employers and employees to assess defined contribution retirement plan benefits.

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    • Authors: Marc Des Rosiers
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
    Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
    • Date: Jul 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans