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Time to Ditch the Three-Legged Stool Analogy for Retirement
egg. Regardless of other motives we bring to the table, if the goal is to educate as many people as possible ... salary-replacement, possibly without ever hearing the word annuity, individuals can begin to envision some of the ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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Employers Should Consider a Single Plan Document
on an after-tax basis, to purchase additional annuity benefits in the pension plan or to accumulate ... longevity annuity contracts (i.e., letting a plan participant purchase a deeply deferred annuity to protect ...- Authors: Barry Kozak
- Date: May 2018
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design