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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 ...

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    • 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
  • Employers Should Consider a Single Plan Document
    on an after-tax basis, to purchase additional annuity benefits in the pension plan or to accumulate ... longevity annuity contracts (i.e., letting a plan participant purchase a deeply deferred annuity to protect ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design