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Protecting Participants and Beneficiaries in a Phased Retirement World
authors have encountered plans sponsored by health-care industry employers using this approach. 17 Some ... tenure is too small to realistically become the primary source of income during retirement. For example ...- Authors: Patricia Scahill, Jonathan Barry Forman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving
- Topics: 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
s of life spent in retirement. Retiree health care (taking federal and employer benefits together ... ave to pay more out‐of‐ pocket for their health care in the future.4 If nothing changes, workers and their families ...- 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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Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions
time away from the workplace to raise a family or care for an aging relative. For example, one study found ... prin- ciple of individual autonomy is also the primary principle governing 401(k) plans and most other ...- 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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Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World
authors have encountered plans sponsored by health-care industry employers using this approach. 17 Some ... tenure is too small to realistically become the primary source of income during retirement. For example ...- 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
count plan is growing, and these are now the primary vehicles for retirement savings in the United States ... including Social Security, pensions, investments and health care. They need to consider their health, life expectancy ...- 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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Workers and Retirees Could Pool Risk with Tontine Annuities
Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the ... while the decedents, for obvious reasons, would not care. And even if no other investors died during the ...- Authors: Jonathan Barry Forman
- Date: May 2018
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Public Policy