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A System to Evaluate and Compare Defined Contribution Plans
A System to Evaluate and Compare Defined Contribution Plans This spreadsheet sets out a framework to evaluate the value and effectiveness of a defined contribution arrangement. Defined ...- Authors: Marc Des Rosiers
- Date: Sep 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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The Changing Retirement Business
The Changing Retirement Business The editorial provides an overview of articles in this issue that explore and illustrate solutions to current retirement challenges. Pension finance;Phased ...- Authors: Alan Cooke
- Date: Aug 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension finance
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What Is The True Value Of Tax Deferral?
What Is The True Value Of Tax Deferral? In this session at the SOA 2003 Washington, DC Spring Meeting, the panelists discuss the value of deferred taxes to the owner of an IRA, 401k or similar ...- Authors: Krzysztof Ostaszewski, James M Carson
- Date: May 2003
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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The 1/n Pension Investment Puzzle
The 1/n Pension Investment Puzzle This paper examines the so called 1/n investment puzzle which has been observed in defined contribution plans whereby some participants divide their ...- Authors: Phelim Boyle, Heath Windcliff
- Date: Jan 2004
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management
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Financial Life Planning at Work
Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...- Authors: CYNTHIA RITA MEYERS, Scott Spann
- Date: May 2018
- Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, and monitoring Liability Driven Investing (LDI) strategies for plan sponsors. These ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Planning Today for Tomorrow’s Retirement
Planning Today for Tomorrow’s Retirement This article illustrates how today’s retirement system tools have potential to achieve financially secure retirement and lists options for system ...- 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
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In the Beginninng...How does ERISA Apply to Annuities
In the Beginninng...How does ERISA Apply to Annuities This article, another in the popular series devoted to tax basics, provides an overview of how the Employee Retirement Income Security Act of ...- Authors: Michael L Hadley
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Pensions & Retirement>Plan termination
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Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium Discussion of FinTech including PIMCO research on 401(k) use of managed accounts and observations about ...- Authors: Stacy Schaus
- Date: Oct 2018
- Competency: Leadership>Thought leadership
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans