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Diverse Risks 2016 Call for Essays
Charles S. Yanikoski 95 Dealing with Multiple Post-Retirement Risks in the Middle Market Charles S. Yanikoski ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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The 401(k) As A Lifetime Financial Wellness Instrument
saving in a non-qualified, variable deferred annuity. I own my home and a rental property outright. ... retirement while older workers understood the 401(k)’s capability. Instead, we focused on a “vehicle” workers ...- Authors: Jack Towarnicky
- Date: Sep 2017
- Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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The 401(k) As A Lifetime Financial Wellness Instrument
paycheck was delayed one week. See also, Olivia S. Mitchell and Annamaria Lusardi, “Financial Literacy ... Reserve System, “Report on the Economic Well-Being of U.S. Households in 2015,” May 2016, https://www.federalreserve ...- Authors: Jack Towarnicky
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Financial Life Planning at Work
Financial Life Planning at Work Employers who offer financial wellness programs that help younger ... edu/dspace/handle/2097/18412. 8 Cliff A. Robb and Ann S. Woodyard, “Financial Knowledge and Best Practice ...- Authors: CYNTHIA RITA MEYERS, Scott Spann
- Date: May 2018
- Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks