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  • The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
     it is most common to provide lump sums as  the primary form of payment and to communicate plan benefits as lump sums ...  with new forms of defined benefit (DB) plans and the spread of  primary DC plans, many participants have a choice of a lump sum or income ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • New Retirement Plan Designs for the 21st Century
    New Retirement Plan Designs for the 21st Century This paper talks about the risks of defined benefit ... .      To accommodate a more mobile workforce, direct DB plan to DB plan transfers  could be managed ...

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    • 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