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Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design ... legislative changes, educational efforts, and changes in annuity products and asset allocation software that could ...- Authors: Beverly Orth
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Retirement Implications of Demographic and Family Change Symposium Monograph: Retirement Option Decisions for Married Couples
June 2002 2 Abstract In October 2000 the U.S. Census Bureau announced that in 51% of married ... variables that govern these decisions? How can U.S. pension laws be changed to allow more flexibility ...- Authors: Beverly Orth
- Date: Jan 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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New Retirement Plan Designs for the 21st Century
hrough their DC plan benefits. Currently, U.S. tax legislation militates against the sharing of these risks and ... The result is that, currently, only 44 percent of the U.S. workforce is covered by a DB plan.1 In the private sector ...- 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
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Approaches for Promoting Voluntary Annuitization
Fear of losing control of assets Lack of knowledge about annuity products and markets Fear of dying before r ... eceiving their “money’s worth” from their annuity purchase. Despite these reasons for avoiding annuities ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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Approaches for Promoting Voluntary Annuitization
Fear of losing control of assets Lack of knowledge about annuity products and markets Fear of dying before r ... eceiving their “money’s worth” from their annuity purchase. Despite these reasons for avoiding annuities ...- Authors: Beverly Orth
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Plan design
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New Retirement Plan Designs for the 21st Century
New Retirement Plan Designs for the 21st Century The abstract for a paper talks about ... through their DC plan benefits. Currently, U.S. tax legislation militates against the sharing of these risks ...- 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