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  • 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 ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...

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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
  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Failing 2 out of 6 ADL • Confinement into a medical care facility • Waiting periods, elimination period ... GuidelinesTM, an industry gold standard, and our health care actuarial consulting practice – the largest in ...

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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