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PBGC Retirement Plans Mortality Study
Plans Mortality Study This is a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience ... the PBGC in a distress termination. This is the SOA’s first study of PBGC experience and provides another ...- Authors: Society of Actuaries
- Date: Oct 2019
- Competency: External Forces & Industry Knowledge
- Topics: Experience Studies & Data; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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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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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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The Happiness Hedge
The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement ... protection. Used properly, a payout annuity is also a hedge against one's retirement nest egg evaporating ...- Authors: Douglas Robbins
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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The Impact of Investment Strategy of DC Pension Plan on Retirement Age Distribution
provide retirement benefits, for example, an annuity. Nowadays, many insurance companies provide investment ... 2%-indexed annuity. The price of a two-percent-indexed annuity is given by a¨(e,t,ea) = ω−ea−t∑ s=0 1.02s ...- Authors: Minxian Lu, Xiaoming Liu, YU CHEN HAO
- Date: Dec 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
M E N T P L A N D E S I G N A G u i d e Fo r D C P l a n S p o n s o r s To I m p l e m e n ... r o g r a m s l o n g e v i t y. s t a n f o r d . e d u / f i n a n c i a l - s e c u r i t y By Steve ...- Authors: Steven Vernon
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
allowing plans to modify benefit payouts based on mortality experience should be reconsidered to allow for ... designed to increase the use of qualifying longevity annuity contracts (QLACs). Neither provision is likely ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension ... the Sleeping Bea Near the end of a pension plan's lifespan, after benefit accruals have ceased and the ...- Authors: Brett Dutton, Rene Martel, Hilja Viidemann
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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The Effect of Changes in Retirement Plans on Employee Savings and Retirement Age and the Financial Impact on Employers of Delayed Retirement
significant increase in retirement plan savings in the U.S. over the past 20 years from the growth in 401(k) ... defined benefit plans. Most of this increase in the U.S., which occurred on per participant inflation adjusted ...- Authors: Victor Modugno
- Date: Dec 2012
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
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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