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  • The Withdrawal Liability Interest Rate Puzzle
    significant events occurred that affected actuaries: Rubik’s Cube was officially introduced and continues to be ... current world record for a 3x3 Rubik’s Cube (as of the article’s writing, it is 3.47 seconds[1]). But ...

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    • Authors: Hal Tepfer
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • 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%; ...

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    • 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
  • CRITs: An Alternative Retirement Income Approach
    savings to purchase a guaranteed lifetime income annuity from an insurance company. However, these annuities ... retiree a monthly annuity income. The retiree would select the form of the annuity, which would include ...

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    • Authors: Mark Shemtob
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
    individuals. One of the Aging and Retirement program’s recent major projects was focused on understanding ... focuses on fraud and elder financial abuse. There's very little that professionals, family members, and ...

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    • Authors: Anna M Rappaport, Steven Vernon
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks