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  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
    four risks that retirees face: longevity, health care, sequence of returns and inflation. It examines ... and planning ahead for future possible long-term care needs. • Layered Liquidity Management in Retirement ...

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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
  • 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 ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy