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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 the risks ... Crystal Gateway Marriot, Washington, DC  November 17‐18, 2008                    Copyright 2009 by t ...

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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
  • Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
    based on final earnings or final average earnings. 17 This type of formula essentially indexes the benefit ... Department of Labor, note 16 above, p. 117; KPMG, note 17 above, p. 22; Watson Wyatt Worldwide, note 15 above ...

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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
  • 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 ... Crystal Gateway Marriot, Washington, DC  November 17‐18, 2008                      Copyright 2009 by ...

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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
  • Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans
    higher premium to counter this adverse selection.17 Thus, providing flexibility in the annuitization ... 15 Valdes-Prieto, p. 39. 16 Smalhout, p. 51. 17 Mamta Murthi, J. Michael Orszag, and Peter R. Orszag ...

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    • Authors: Beverly Orth
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • How to Survive Living to 100: Ways to Improve the U.S. Retirement System
    How to Survive Living to 100: Ways to Improve the U.S. Retirement System Presented at Living ... D.C., Dec. 7, 2009, GAO-10-101R, Enclosure V, p. 17. viii John A. Turner, “Longevity Insurance: Strengthening ...

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    • Authors: Beverly Orth
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Long-term Care>Medical expenses; Pensions & Retirement>Retirement risks
  • How Long Will We Live in Retirement, and Will We Have Enough Funds?
    seven-year delay, but because it's required, about 17 percent opt to buy a deferred annuity. They have ... leave it in the plan. They can put it in a bank. But 17 percent buy a deferred annuity to achieve that deferral ...

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    • Authors: William Leslie, Beverly Orth, Anthony Webb
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Pensions & Retirement>Retirement risks