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Protecting Participants and Beneficiaries in a Phased Retirement World
Protecting ... 2 Executive Summary The U.S. society is aging. The nature of work is changing ... retirement difficult at best and detrimental at worst. U.S. pension law and regulations present barriers to ...- Authors: Patricia Scahill, Jonathan Barry Forman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design
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Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions
Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions The purpose of this paper is to consider ... accounts=IRA;Pension annuities;Socioeconomic status; 8812 1/1/2000 12:00:00 AM ...- Authors: Jonathan Barry Forman
- 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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Workers and Retirees Could Pool Risk with Tontine Annuities
investment vehicles that combine features of an annuity and a lottery. In a simple tontine, a group of ... an episode of the popular television series “M*A*S*H,” Col. Sherman T. Potter, as the last survivor ...- Authors: Jonathan Barry Forman
- Date: May 2018
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Public Policy
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Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World
Retirement ... 2 Executive Summary The U.S. society is aging. The nature of work is changing ... retirement difficult at best and detrimental at worst. U.S. pension law and regulations present barriers to ...- Authors: Patricia Scahill, Jonathan Barry Forman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
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Optimal Retirement Age
at Americans are living longer. For example, Table 1 shows that the life expectancy for a male born in 2007 was 75 ... Disparities in Life Expectancy (2008). 3 Table 1. Life Expectancy for Men and Women, 1940–2080 ...- Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
- Date: Nov 2008
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Longevity; Pensions & Retirement>Plan design
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2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
pressures are challenging the ability of the U.S. retirement system to deliver the standard of li ... c pressures is challenging the ability of the U.S. retirement system to deliver the standard of li ...- Authors: Jonathan Barry Forman, Adam Carasso
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Plan design; Public Policy
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Tax Considerations in a Mandatory Universal Pension System
Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations ... pressures are challenging the ability of the U.S. retirement system to deliver the standard of li ...- Authors: Jonathan Barry Forman, Adam Carasso
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Plan design; Public Policy