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Automated Advice
much as 200 basis points. Only about a third of the U.S. population seeks financial advice.2 Although researchers ... Retirement Risk Management, ed. Robert L. Clark and Olivia S. Mitchell (Oxford University Press: Oxford, England ...- Authors: John Turner, Jill Fisch, Marion Laboure
- Date: May 2018
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Finance & Investments>Investments
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Using Sound Actuarial Principles to Enhance Financial Well-Being
investment return), rates of future inflation and mortality (or expected period of retirement). On my website ... discount rates used to develop current immediate annuity purchase rates, based on the presumption that ...- Authors: Kenneth Steiner
- Date: Apr 2017
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Economics>Financial economics
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A Smart Way to Develop Retirement Income Strategies
nancialwellbeing-report-final-january.pdf. 4 U.S. Bureau of Labor Statistics, “Automatic Enrollment ... or 401(k) plan without having to purchase an annuity. Many administrators can calculate the RMD and ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Employers Should Consider a Single Plan Document
on an after-tax basis, to purchase additional annuity benefits in the pension plan or to accumulate ... longevity annuity contracts (i.e., letting a plan participant purchase a deeply deferred annuity to protect ...- Authors: Barry Kozak
- Date: May 2018
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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A Smart Way to Develop Retirement Income Strategies
any IRA or 401(k) plan without purchasing an annuity, something many retirees are reluctant to do and ... premium immediate annuity, guaranteed lifetime withdrawal benefit or fixed index annuity. Another possibility ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Arbitrage-Free Perspective on Economic Capital Calibration
Arbitrage-Free Perspective on Economic Capital Calibration This article discusses a good way for ... sets the tail event to be 1 over 200, and the U.S. C3 Phase II sets the tail event to be a conditional ...- Authors: David Wang
- Date: May 2012
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Enterprise Risk Management>Capital management - ERM; Finance & Investments>Economic capital; Finance & Investments>Economic value; Finance & Investments>Value at risk - Finance & Investments
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Personal Risk Manager: Driver of Resilience
Personal Risk Manager: Driver of Resilience To be financially "well" is unique ... fully retire or if a part-time job or extra year(s) in their current job are necessary. For those close ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management