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New Investment Accounting
RECORD OF SOCIETY OF ACTUARIES 1985 VOL. 11 NO. 2 "NEW" INVESTMENT ACCOUNTING Moderator: GREGORY 5 ... Recently, insurance companies have accelerated extension of their role in financial services far beyond traditional ...- Authors: Gregory Broer, Gregory J Carney, David E Rogers, Joseph A Tomlinson, William D Ward
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Financial Reporting & Accounting
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
Solutions in DC Retirement Plans, Phase 1, Baseline The project goals are: • Illustrate an analytical framework ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Using QLACs to Design Retirement Income Solutions The project goals are: • Illustrate an analytical framework ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- 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
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We Can Build Better Retirement Products
We Can Build Better Retirement Products I propose a Social Security deferral product ... address the challenges in getting such products distributed. Payout annuities;Long-term care insurance;Marketing ...- Authors: Joseph A Tomlinson
- Date: May 2018
- Competency: Results-Oriented Solutions>Actionable recommendations
- Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance; Social Insurance>Social Security
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
Portfolios This project has four phases. Phase 1 develops the framework for using a portfolio approach to developing ... strategies, and establishes a baseline for comparing to future phases. Phases 2, 3 and 4 analyze more complex ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Building Better Defined Contribution Plans and the Need for a Quantitative Evaluation Framework
Building Better Defined Contribution Plans and the Need for a Quantitative Evaluation Framework Defined ... than simply offer participants a menu of investment choices--the average worker is not building a secure ...- Authors: Joseph A Tomlinson
- Date: Jan 2014
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
to Protect Retirement Income before Retirement The project goals are: • Illustrate an analytical framework ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- 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
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
Retirement Plans, Phase 2, Enable Delay of Social Security The project goals are: • Illustrate an analytical ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans