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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Optimal ... n c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 3 : U s i n g Q L ... A C s t o D e s i g n R e t i r e m e n t I n c o m e S o l u t i o n s I n t e r i m r e s u l ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
Optimal ... t I n c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 2 : E n a b l ... e l a y o f S o c i a l S e c u r i t y b e n e f i t s I n t e r i m r e s u l t s a n d c o m ...- 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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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
Optimal ... c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 1 : B a s e l i n e ... e , I n t e r i m R e s u l t s a n d C o m m e n t a r y J u l y 2 0 1 5 0 Acknowledgments ...- 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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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
Optimal ... n c o m e S o l u t i o n s i n D C R e t i r e m e n t P l a n s P h a s e 4 : S t r a t e g ... g i e s t o P r o t e c t R e t i r e m e n t I n c o m e B e f o r e R e t i r e m e n t I n ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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We Can Build Better Retirement Products
We Can Build Better Retirement Products I ... propose a Social Security deferral product and two annuity enhancements. Then I address the challenges in ...- Authors: Joseph A Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
stanford.edu/phase2.htm TA B L E O F C O N T E N T S 3 4 6 16 18 20 25 30 36 41 43 47 49 ... reviews solutions that combine qualified longevity annuity contacts (QLACs) with systematic withdrawals. • ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Building Better Defined Contribution Plans and the Need for a Quantitative Evaluation Framework
turns and an average level of contributions for U.S. plan participants.1 The basic per- formance measure ... generated by purchasing an inflation-ad- justed annuity at retirement by income im- mediately before retirement ...- Authors: Joseph A Tomlinson
- Date: Jan 2014
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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New Investment Accounting
WILLIAM D. WARD Recorder: GREGORY S. BROER o Futures o Option s o Floating rate securities o Oil and ... equipment published the the Internal Reverue Service (IP, S). Also, the owner was allowed to choose fror_ a number ...- Authors: Gregory Broer, Gregory J Carney, David E Rogers, Joseph A Tomlinson, William D Ward
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Financial Reporting & Accounting