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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Substitution of Final Average Salary for Average Indexed Monthly Earnings in Determining Pension Plan Offsets
Substitution of Final Average Salary for Average Indexed Monthly Earnings in Determining ... possibility of substituting a variant of the employee's final average salary for his or her Social Security ...- Authors: Edward H Friend, Jane D Pacelli
- Date: Oct 1980
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design
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Viability of the Spend Safely in Retirement Strategy
Viability of the Spend Safely in Retirement Strategy This project explores various design ... Spend Safely in Retirement Strategy Thank You The SOA’s Committee on Post-Retirement Needs and Risks would ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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The Total Career Benchmark Process-A First Step in Redefining Canadian Pension Plans
reduces risk for both employees and employers. The annuity could be immediate or could be designed to begin ... for TCBP an annuitization process in which the annuity payments flow to a central distributor and then ...- Authors: Thomas J Walker
- Date: May 2008
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Optimizing Retirement Income Fast Facts
income strategies (such as purchasing certain annuity products and using Social Security optimization ... Security benefits, use low-cost investment or annuity products, and have a significant percentage of ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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New CPP Enhancements Fast Facts
ocus-group- report-final.pdf Report on Mortality Improvement Scales for Canadian Insured Lives ... org/resources/experi ence-studies/2005-2009/cia-mortality- rpt/ New CPP Enhancements: What do they ...- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design