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Annuity Clearinghouse Proposal
Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to ... to offer annuity accumulation products in their defined contribution plans. This addresses the lack ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
periodic payments. By Mark E. Griffin and Prasanthi S. Paritala TAXING TIMES, October 2022 On Jan. 18, 2022 ... SEPPs under Code section 72(q) for non-qualified annuity contracts. Background Code sections 72(q)(1) ...- 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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Employer Costs for Employee Compensation – December 2013
Employer Costs for Employee Compensation – December 2013 This is a summary of the ... costs for pension plans published by the U.S. Department of Labor’s Bureau of Labor Statistics (BLS) as of ...- Authors: Philip McCaulay
- Date: May 2014
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
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Thinking about the Future of Retirement
Thinking about the Future of Retirement Discusses ... key issues to improve the retirement system in the U.S. in a primarily defined contribution environment ...- Authors: Anna M Rappaport
- Date: May 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing QDIAs for Retirement
should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that ... 20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ...- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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How the American Retirement Savings System Magnifies Wealth Inequality
return. The essay concludes by suggesting that the U.S. defined contribution system should include all workers ... fiduciary guidance. Examples reforms, both in the U.S. and other countries, are provided. Asset allocation;Behavioral ...- 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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SECURE Act 2019- A world of opportunities for annuity carriers
opportunities for annuity carriers This article discusses the opportunity for annuity carriers created ... as well as the potential opportunity for future annuity sales. Retirement Income, Retirement Planning ...- Authors: Ian Michael Laverty
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Chairperson's Corner
Chairperson's Corner Hear from the chairperson on themes in the September 2016 issue of Pension ... Chairperson's Corner Hear from the chairperson on themes in the September 2016 issue of Pension ...- Authors: Julie Curtis
- Date: Sep 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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The SERIOUS System: A New Model for Retirement Income Success
Introduction and Background The existing Tier II U.S. retirement programs traditionally sponsored by employers ... plan for most individuals in the private sector (U.S. Department of Labor 2009). Without any comprehensive ...- Authors: Ken Beckman
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Chairperson's Corner
Chairperson's Corner overview of changes in retirement plans and economic demands for ... Chairperson's Corner overview of changes in retirement plans and economic demands for the baby boom ...- Authors: Julie Curtis
- Date: May 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans