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  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination ... 20 16 5. 20 16 9. 20 16 1. 20 17 5. 20 17 9. 20 17 1. 20 18 5. 20 18 9. 20 18 1. 20 ...

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    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Session 028: Best of Both Worlds: Combining DB and DC Plans
    Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this session will ... first 18 years of retirement (from years 1-2 to 17-18) RETIREE BEHAVIOR Analysis of non-housing assets ...

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    • Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
    • Date: Jan 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans