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The SERIOUS System: A New Model for Retirement Income Success
The SERIOUS System: A New Model for Retirement Income Success The Successful Employee Retirement Income Outcomes in the United States (SERIOUS) is a comprehensive model for the delivery of ...- Authors: Ken Beckman
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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A Workable Approach to Lifetime Income in DC Plans
A Workable Approach to Lifetime Income in DC Plans This article offers insights about the United Technologies Corporation lifetime income approach and information on the design, administration ...- Authors: Kevin T Hanney
- Date: May 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
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Bo Doesn't Know Retirement But Pension Actuaries Do!
Bo Doesn't Know Retirement But Pension Actuaries Do! Article presents a potential role for pension actuaries to help assess the effectiveness of defined contribution plans. By Ted Goldman ...- Authors: Theodore A Goldman
- Date: May 2021
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Pensions & Retirement>Defined contribution and 401k plans
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Replacing the Replacement Rate: A Better Way
Replacing the Replacement Rate: A Better Way The standard for measuring retirement income adequacy has been the final earnings replacement rate (usually targeted at 70%). But - does it work? ...- Authors: Bonnie-Jeanne MacDonald
- Date: May 2017
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: International News
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Social Insurance>Social Security
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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 information that could align with organizational goals allowing for benefits for both higher and lower ...- 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
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How the American Retirement Savings System Magnifies Wealth Inequality
How the American Retirement Savings System Magnifies Wealth Inequality This essay explores the role that the emerging defined contribution retirement system may be playing in the growth of wealth ...- Authors: Karl Polzer
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge; Leadership; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Economics>Behavioral economics; Economics>Financial economics; Enterprise Risk Management>Risk appetite; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management; Public Policy
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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...- Authors: Mark E Griffin, Prasanthi Paritala
- Date: Sep 2022
- Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
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Stable Value: Is There Really a Problem?
Stable Value: Is There Really a Problem? The article reviews recent investment performance of stable value compared to other low risk alternatives, discusses current criticisms of the option, and ...- Authors: Paul Donahue
- Date: Mar 2013
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Risks & Rewards
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks
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The Impact of Investment Strategy of DC Pension Plan on Retirement Age Distribution
The Impact of Investment Strategy of DC Pension Plan on Retirement Age Distribution This paper investigates the one-asset portfolios, mixed-asset portfolios, and a dynamic investment portfolio ...- Authors: Minxian Lu, Xiaoming Liu, YU CHEN HAO
- Date: Dec 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help
We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help This article advocates that DC plan sponsors implement programs of retirement income in their plans, and ...- 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