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Moving Beyond the Limitations of Traditional Replacement Rates
Moving Beyond the Limitations of Traditional Replacement Rates Replacement rates have historically been a tool to determine the adequacy of retirement income to maintain an individual’s standard ...- Authors: Society of Actuaries, Bonnie-Jeanne MacDonald, Application Administrator
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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living-to-100-s02b
"Driving Longevity Through Educational Attainment – Robert L. Brown – Ph. D. Higher Age U.S. Mortality By Education and Cause of Death Trends, Inequality and Controllable Risk Factors – Andrew ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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Reforming Social Security: Lessons from Sweden
Reforming Social Security: Lessons from Sweden An analysis of the revamped state sponsored retirement income pension gives insight into design and funding elements that might figure in reforming ...- Authors: Paul Donahue
- Date: Apr 2024
- Competency: Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans; Social Insurance>Social Security
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2023-secure-2-lets-talk-about-retirement-and-taxes
This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.- Date: Apr 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy
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Session 161: Discount Rates for Pension Funding
Session 161: Discount Rates for Pension Funding The presenters will provide an update on discount rates developed from the expected return on assets used in going concern pension funding. They ...- Authors: Douglas Chandler, Tammy Dixon, Eileen Luxton, Lisa Schilling
- Date: Feb 2020
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Funding
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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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The Declining Role of Families in the U.S. Retirement System
The Declining Role of Families in the U.S. Retirement System Retirement income can be provided by Social Security, employer-provided pension plans, personal savings and family support. With the ...- Authors: John A Turner
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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Working Longer: How and When We Retire
Working Longer: How and When We Retire As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to ...- Authors: Anna M Rappaport
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement
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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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2022-retirement-industry-conference
Retirement Industry Conference 20851 1016 1/4/2022 12:00:00 AM ...- Date: Jan 2022
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Pensions & Retirement