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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
Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design This paper suggests a number of ...- 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 and defined contribution plans. Defined benefit plans=DB plans;Hybrid pension plans;Retirement ...- 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
2006 Re-Envisioning Retirement in the 21st Century Symposium: New Retirement Plan Designs for the 21st Century This paper offers ideas on new retirement plan designs that share investment risk or ...- 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
Approaches for Promoting Voluntary Annuitization This paper talks about shifting from defined benefit to defined contribution plans and the risk involved. Defined benefit plans=DB plans;Defined ...- 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
Approaches for Promoting Voluntary Annuitization The abstract for a paper that talks about shifting from defined benefit to defined contribution plans and the risk involved. Longevity;Pension ...- 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
Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans This paper suggests a possible framework for the mandatory annuitization of U.S. retirement savings, ...- 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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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 of defined benefit and defined contribution plans. Defined benefit plans=DB plans;Hybrid pension ...- 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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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 to 100 Symposium, January 2011. The U.S. retirement system has many defects that affect individuals ...- 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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New Retirement Plan Designs for the 21st Century
New Retirement Plan Designs for the 21st Century The abstract for the paper New Retirement Plan Designs for the 21st Century. Hybrid pension plans;Longevity;Multi-employer plans;Pension reform; ...- 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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Annuity Clearinghouse Proposal
Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to offer annuity accumulation products in their defined contribution plans. This addresses the ...- Authors: Beverly Orth
- Date: Aug 2011
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Independent Consultant
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans