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  • Retirement Implications of Demographic and Family Change Symposium Monograph: Retirement Option Decisions for Married Couples
    desire to travel or engage in hobbies or the need to care for elderly parents. If one or both spouses ... elderly parents, may need continuing income to care for such dependents after the couple’s death. What ...

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    • Authors: Beverly Orth
    • Date: Jan 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Demography>Gender factors; Pensions & Retirement>Plan design
  • Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
    and the greater need for medical and long-term care at older ages. Existing pension legislation in ... nondiscre- tionary expenses, including medical care and long-term care. Although retirees in their early retirement ...

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    • Authors: Beverly Orth
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Approaches for Promoting Voluntary Annuitization
    Approaches for Promoting Voluntary Annuitization The abstract for a paper that talks about shifting ... Background    As employers have shifted their primary retirement plan vehicles from  defined benefit ...

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    • Authors: Beverly Orth
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Pensions & Retirement>Plan design
  • 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
  • Approaches for Promoting Voluntary Annuitization
    Approaches for Promoting Voluntary Annuitization This paper talks about shifting from defined benefit ... Background    As employers have shifted their primary retirement plan vehicles from defined  benefit ...

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    • 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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