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The SERIOUS System: A New Model for Retirement Income Success
intended to supplement DB plans, are now the primary retirement plan for most individuals in the private ... lump sums and accelerated payments for long-term care needs are also included. • The system will be ...- Authors: Ken Beckman
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Comments on “The SERIOUS System: A New Model for Retirement Income Success”
permits some lump-sum payments, while keeping the primary focus on annuity income at retirement, including ... novel ideas for supporting the costs of long-term care. Details about the oversight and governance would ...- Authors: Cynthia Levering
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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A Workable Approach to Lifetime Income in DC Plans
Consequently, our defined contribution plan became the primary retirement benefit offered to new hires, and the ... automatically enrolled or you make a conscious decision to direct some or all of your savings into it. In fact, ...- Authors: Kevin T Hanney
- Date: May 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
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Author’s Response to Comments
participate, even at a modest level? One of the primary benefits of the SERIOUS system is to make a retirement ... of the SERIOUS system would monitor (p.15). The primary information used to compare the plan sponsors ...- Authors: Ken Beckman
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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A Portfolio Approach to Retirement Income Security
unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Stable Value: Is There Really a Problem?
various mandates, desire to grow assets under direct management, desire to sell stable value management ... if the plan sponsor exercised the discretion to direct a certain portion CONTINUED ON PAGE 12 12 ...- Authors: Paul Donahue
- Date: Mar 2013
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Risks & Rewards
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks
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We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help
We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help This ... Threat of high expenses for medical or long-term care • Desire to leave a legacy In the real world, it’s ...- Authors: Steven Vernon
- Date: Jan 2015
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Interesting Perspectives about Lifetime Income
Interesting Perspectives about Lifetime Income Discussion about the pros and cons of providing ... with unexpected expenses, medical bills, long-term care bills, etc. The experience of the prior retired ...- Authors: Anna M Rappaport
- Date: Jan 2014
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans