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  • A Smart Way to Develop Retirement Income Strategies
    in the late 1980s in my role as a consulting actuary working in the private sector. During the next ... transitioned more than 20 DB plans. All that time, the questions continued to haunt me. I didn’t think ...

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    • 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
  • From the Outside Looking In: Helping People Age (Safely) in
    From the Outside Looking In: Helping People Age (Safely) in Describes benefits of updating homes for ... aging in place. Calls for stakeholders coalition of: building & tech sectors, LTCI, homecare, health ...

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    • Authors: Louis Tenenbaum
    • Date: Apr 2018
    • Competency: Communication>Difficult message delivery; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Demography>Longevity; Economics>Behavioral economics; Economics>Health economics; Experience Studies & Data>Disability; Experience Studies & Data>Morbidity; Health & Disability
  • A Portfolio Approach to Retirement Income Security
    advisors should construct diversified portfolios of retirement income, allocating among various retirement ... This essay discusses the pros and cons of various retirement income generators and the issues with constructing ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • A Smart Way to Develop Retirement Income Strategies
    traditional defined benefit (DB) and retiree medical plans, many employers discarded powerful succession ... employees’ transition into retirement, given the modest level of retirement savings this demographic cohort ...

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    • 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
  • A Smart Way to Develop Retirement Income Strategies
    benefit (DB) pension plans are mostly a thing of the past? I’ve been pondering this question throughout ... a consulting actuary working in the private sector. I believe the techniques actuaries use to help ...

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    • 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
  • Designing and Communicating Retirement Plans for "Humans"
    that the transition from DB to DC plans won't be complete until plan sponsors offer programs of retirement ... retirement income in their DC plans. The essay discusses the relevant actuarial and behavioral issues.

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation