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  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
    100-Month Protection Plan: A Private Social Security Annuity John Cutler 36 Tontine Savings Accounts ... one can spend in retirement, how much lifetime (annuity) income is needed, and how one should allocate ...

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    • Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • How Family Dynamics Influence Retirement Security
    How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability ... Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay ...

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    • Authors: Gregory A Ward
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Calculating ROI: Benefits of Workplace Financial Wellness
    potentially leave thousands of dollars on the table 9 Deloitte, “The Deloitte Millennial Survey 2016: ... health care costs, delayed retirement and turnover. Table 1 shows the total a company could save across all ...

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    • Authors: Gregory A Ward
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration
    • Topics: Experience Studies & Data; Modeling & Statistical Methods