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  • A Portfolio Approach to Retirement Income Security
    of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...

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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
  • Designing and Communicating Retirement Plans for "Humans"
    in their DC plans, offering both investing and annuity solutions, and integrating with Social Security ... income from Social Security, pensions and/or an annuity, optimal solu- tions would invest remaining assets ...

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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
  • To Be Continued - Mathematics And The Good
    July and August) by the SOCIETY OF ACTUARIES, 208 S. LRSalle St., Chicago, Illinois 606D4, Thomas P. Bowles ... with the opium used by Chinese coolies in the 1840’s. He sees the prob- lem reaching major dimensions ...

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    • Authors: Donald P Campbell
    • Date: Jun 1973
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Assumptions and methods