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  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
    Strategies that Address Retirement Risks – Essay Collection A collection of essays in response to a ... perspectives, opinions and data on how to advance the state of effective retirement planning tools, products ...

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    • Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Looking Overseas For New Ideas In Retirement Systems
    New Ideas In Retirement Systems Feature article about the different types of retirement systems throughout ... throughout the world and how watching what they do could help the U.S. retirement system. Social insurance; ...

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    • Authors: Elizabeth Bauer
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Pension legislation and regulation; Social Insurance>Social Security
  • Decumulation for a New Generation
    Generation How can we manage decumulation in an era of Defined Contribution plans? Marketing and incentives ... incentives for annuity conversion, pooled-type retirement plans plus developing a "Social Security longevity ...

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    • Authors: Elizabeth Bauer
    • Date: Sep 2016
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Public Policy
  • A “My Plate” Retirement Planning Strategy
    A “My Plate” Retirement Planning Strategy Planning one's own retirement financing is a new challenge ... from the experts, not a diverse chorus of opinions. Retirement planning;Individual retirement accounts;Defined ...

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    • Authors: Elizabeth Bauer
    • Date: May 2018
    • Competency: Communication>Persuasive communication
    • Topics: Economics>Behavioral economics