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Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World
Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants ... paper discusses the reasons for the trend toward phased retirement and looks at the legal and actuarial ...- 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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Protecting Participants and Beneficiaries in a Phased Retirement World
paper discusses the reasons for the trend toward phased retirement and looks at the legal and actuarial ... actuarial aspects of phased retirement as they apply to a simple defined-benefit plan. It is important for ...- 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
2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal ... universal pension system MUPS which would be a system of fully portable IRA accounts piggy-backed on to existing ...- 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
Protecting Spousal Rights in Private Pensions The purpose of this paper is to consider whether there is ... approach to decide the question of what rights if any nonparticipant spouses should have in the retirement plans ...- 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
Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that ... Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can ...- 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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Optimal Retirement Age
laws influence the design of pension plans and the timing of retirement and looks at the optimal retirement ... retirement age from the perspective of employers, government and workers. Defined benefit plans=DB plans;Life ...- 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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Tax Considerations in a Mandatory Universal Pension System
Tax Considerations in a Mandatory Universal Pension System The abstract for the paper Tax Considerations ... in a Mandatory Universal Pension System The abstract for the paper Tax Considerations in a Mandatory ...- 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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Optimal Retirement Age
Jonathan (Jon) Barry Forman Alfred P. Murrah Professor of Law University of Oklahoma Yung‐Ping (Bing) Chen Frank J ... tology University of Massachusetts Boston Presented at the 2008 Retirement 20/20 Conference ...- Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
- Date: Nov 2008
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Longevity; Pensions & Retirement>Plan design