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Retirement Implications of Demographic and Family Change Symposium Monograph: Retirement Option Decisions for Married Couples
medical expenses later in their retirement years.17 Overall, they probably don’t suffer a disproportionate ... Commerce, Bureau of the Census, 1996, Chapter 3. 17 12 Weaver, David A., “The Work and Retirement ...- 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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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 ...- 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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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 ...- 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
Approaches for Promoting Voluntary Annuitization This paper talks about shifting from defined benefit ... Crystal Gateway Marriot, Washington, DC November 17‐18, 2008 Copyright 2009 by the ...- 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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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 ...- 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
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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 ...- Authors: Beverly Orth
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Long-term Care>Medical expenses; Pensions & Retirement>Retirement risks