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Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans
benefits are delivered to workers. The traditional life annuity from a defined benefit (DB) plan has been ... form of annuitized benefit: Social Security. Yet life annuities offer the best method of managing longevity ...- Authors: Beverly Orth
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended ... to better prepare for and respond to declining mortality rates and future increases in income needs. From ...- Authors: Beverly Orth
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Evaluation of Approaches to Reducing Women’s Longevity Risks
Evaluation of Approaches ... women, not unlike men, are reluctant to purchase life annuities to mitigate this risk. The reasons are ... § United Nations. Report of the Second World Assembly on Aging. Madrid, ...- Authors: Beverly Orth
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Demography>Gender factors; Demography>Longevity; Social Insurance>Survivor benefits
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Retirement Implications of Demographic and Family Change Symposium Monograph: Retirement Option Decisions for Married Couples
spouses the same age and both in good health, mortality data indicate that the wife is expected to outlive ... should elect to take her DB benefit as a single life annuity, regardless of the relative benefit levels ...- Authors: Beverly Orth
- Date: Jan 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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Annuity Clearinghouse Proposal
are confused about the advantages of purchasing life annuities and expect their employers to provide ... defined contribution plans. Background In our last report, dated July 1, 2010, our team reported on ideas ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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How Long Will We Live in Retirement, and Will We Have Enough Funds?
What do (and don't) people know about their mortality risk? What do (and don't) they know about the ... said, "If we have enough money at the end of your life, then the answer will come out blue, and if you ...- Authors: William Leslie, Beverly Orth, Anthony Webb
- Date: Oct 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Pensions & Retirement>Retirement risks
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How to Survive Living to 100: Ways to Improve the U.S. Retirement System
recommended a similar approach in its 2007 “Savings for Life” proposal to overhaul U.S. national savings policy ... improvements and should be no earlier than the life expectancy at full Social Security retirement age ...- Authors: Beverly Orth
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Long-term Care>Medical expenses; Pensions & Retirement>Retirement risks
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Approaches for Promoting Voluntary Annuitization
early. Yet, individuals are reluctant to choose life annuities as a way to reduce longevity risk. T ... 000 of funds that an individual uses to purchase a life annuity would be eligible for a 20 percent match ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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Approaches for Promoting Voluntary Annuitization
y. Yet, individuals are reluctant to choose life annuities as a way to reduce longevity risk. T ... Sharing/401(k) Council of America. 2009. 51st Annual Survey of Profit Sharing and 401(k) Plans. Chicago, ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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New Retirement Plan Designs for the 21st Century
t the investment risk. For a relatively large group, the longevity risk is very predictable while ... benefits if extreme departures from expected mortality occur. The employer contribution alloca ...- Authors: Beverly Orth, William R Hallmark
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks