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Interview with Greg Ward, Financial Finesse
Interview with Greg Ward, Financial Finesse During the past few years, the Society of Actuaries ... employees are using target-date funds as their primary investment election, and financial calculators ...- Date: Feb 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Chairperson's Corner
Chairperson's Corner overview of changes in retirement plans and economic demands for ... many children to support us as we aged, who would care for us, and where would our finan- cial resources ...- Authors: Julie Curtis
- Date: May 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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Stable Value: Is There Really a Problem?
various mandates, desire to grow assets under direct management, desire to sell stable value management ... if the plan sponsor exercised the discretion to direct a certain portion CONTINUED ON PAGE 12 12 ...- 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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Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck
Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Book review of Steve Vernon’s ... careers in major consulting firms, where our primary client base was larger employers. Both of us ...- Authors: Anna M Rappaport
- Date: Feb 2013
- Competency: Communication>Written communication
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
cases assume Social Security benefits for the primary worker are delayed until age 70 but retirement ... replace the Social Security benefits for both the primary worker and nonworking spouse that could have been ...- 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
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A System to Evaluate and Compare Defined Contribution Plans - Presentation
A System to Evaluate and Compare Defined Contribution Plans - Presentation This report ... follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Marc Des Rosiers
- Date: Nov 2016
- 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 ... Threat of high expenses for medical or long-term care • Desire to leave a legacy In the real world, it’s ...- 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
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Annuity Clearinghouse Proposal
Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers ... Loss Ratio: An Entrepreneurial Approach to Health Care Reform by Mark Florian Annuity Clearinghouse ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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The MassMutual Single Premium Immediate Annuity 'SPIA' Synergy Study
basic living expenses, rising health care costs, long-term care expenses, and unplanned needs. A 2009 ... basic living expenses, rising health care costs, long-term care expenses, and unplanned needs. 6 ...- Authors: Joshua Mermelstein
- Date: Aug 2010
- Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans
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Planning Today for Tomorrow’s Retirement
Planning Today for Tomorrow’s Retirement This article illustrates how today’s retirement system ... report to the Ranking Member, Subcommittee on Primary Health and Retirement Security, Committee on Health ...- Authors: Zenaida Samaniego
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness
- Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy; Social Insurance