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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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Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans
Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans This paper suggests a possible ... possible framework for the mandatory annuitization of U.S. retirement savings, considers the experience of other ...- 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
Improve the U.S. Retirement System Presented at Living to 100 Symposium, January 2011. The U.S. retirement ... face and recommends changes that could make the U.S. system work better. Long-term care policies;Pension ...- Authors: Beverly Orth
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Long-term Care>Medical expenses; 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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Evaluation of Approaches to Reducing Women’s Longevity Risks
Evaluation of Approaches to Reducing Women’s Longevity Risks Elderly women living alone experience some ...- Authors: Beverly Orth
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Demography>Gender factors; Demography>Longevity; Social Insurance>Survivor benefits
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Evaluation of Approaches to Reducing Women’s Longevity Risks Abstract
Evaluation of Approaches to Reducing Women’s Longevity Risks Abstract Elderly women living alone experience ...- Authors: Beverly Orth
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Demography>Gender factors; Demography>Longevity; Social Insurance>Survivor benefits
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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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2006 Re-Envisioning Retirement in the 21st Century Symposium: 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: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Multi-employer plans; 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