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  • The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
    income program for their plan participants. The primary goal of this paper is to help retirement plan sponsor ... threat of high expenses for medical and long-term care. It should be no surprise that retirees might ...

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    • Authors: Steven Vernon
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
    later years of retirement, such as for long-term care expenses. • A systematic withdrawal based on the ... case of significant needs, such as long-term care expenses. • A retirement income that has the potential ...

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    • 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
  • Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
    developing retirement income and planning for long-term care (for a discussion on this topic, see the section ... later years of retirement, such as for long-term care expenses. • A SWP based on the IRS required minimum ...

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    • 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
  • Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
    help pay for increased medical and/or long-term care costs. 7 Executive Summary of Phase 3 Results ... anticipated increases in medical and/or long-term care costs. 56 Summary and Commentary (continued) ...

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    • 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
  • Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
    evaluation (QE) framework that will facilitate the direct comparison of one proposal to another proposal ... accumulation and payout components. Since the primary goal of this framework is to facilitate comparisons ...

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    • Authors: Rowland Davis
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • The Effect of Changes in Retirement Plans on Employee Savings and Retirement Age and the Financial Impact on Employers of Delayed Retirement
    plans. Regardless of these differences, the primary factor influencing public sector and private sector ... work related (layoff or firing) issues being the primary reasons for retirement. While two-thirds say they ...

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    • Authors: Victor Modugno
    • Date: Dec 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
  • Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
    cases assume Social Security benefits for the primary worker are delayed until age 70 but retirement ... replace the Social Security benefits for both the primary worker and nonworking spouse that could have been ...

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    • 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
  • A System to Evaluate and Compare Defined Contribution Plans - Presentation
    A System to Evaluate and Compare Defined Contribution Plans - Presentation This report ...  follow federal law.  The Sherman Act, is the primary U.S. antitrust law  pertaining to association activities ...

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    • Authors: Marc Des Rosiers
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Enhancing the Security of Defined Contribution Plans
    Enhancing the Security of Defined Contribution Plans This paper discusses some key challenges of ... tax income will be gradual and less severe than direct funding from the government. 2. Plan sponsors ...

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    • Authors: Kailan Shang, Hua Su
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • A System to Evaluate and Compare Defined Contribution Plans
    (including any lost profits, lost savings, or direct, indirect, incidental, consequential or other damages) ... by providing capabilities that have little or no direct cost, such as flexible retirement income solutions ...

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    • Authors: Marc Des Rosiers
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans