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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 ...

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    • Authors: Minxian Lu, Xiaoming Liu, YU CHEN HAO
    • Date: Dec 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • 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 Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Defined ...

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    • 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
  • The Actuarial Profession in the News
    The Actuarial Profession in the News Highlights of recent media contributions by actuaries. ;; Defined contribution plans=DC plans=401(k) plans; Retirement income; Retirement planning; Phased ...

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    • Authors: Society of Actuaries
    • Date: Feb 2013
    • Competency: Communication>Persuasive communication
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • Thinking about the Future of Retirement
    Thinking about the Future of Retirement Discusses key issues to improve the retirement system in the U.S. in a primarily defined contribution environment. Focuses on age at retirement, how people ...

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    • Authors: Anna M Rappaport
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic This session discussion was a primer on hybird pension plans, in particular cash balance plans and age weighted profit sharing ...

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    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • 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 ...

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    • 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
  • Enhancing the Security of Defined Contribution Plans
    Enhancing the Security of Defined Contribution Plans This paper discusses some key challenges of embedding guarantees in DC plans, including setting an appropriate guarantee level, designing ...

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    • Authors: Kailan Shang, Hua Su
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs – PowerPoint Presentation
    The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs – PowerPoint Presentation The PowerPoint summarizes the ...

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    • Authors: Steven Vernon
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design