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Supporting the Oldest Old: The Role of Social Insurance, Pensions and Financial Products
................................................ 17 Types of Pension Plans ....................... ... ................................................ 17 The Regulation of Employment-Based Plans ....- Authors: Society of Actuaries, Jonathan Barry Forman
- Date: Jan 2014
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Fully Funded Pensions for Centenarians
Holden, The Success of the U.S. Retirement System 17−20 (Investment Company Institute, 2012), available ... as follows: Person 1 [Name: Man; Date of Birth: 12/17/1954; Age for Illustration to Start: 65; Gender: ...- Authors: Jonathan Barry Forman
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Demography
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Optimal Retirement Age
Crystal Gateway Marriot, Washington, DC November 17‐18, 2008 Copyright © 2008, Jonathan ... “Retirement 20/20: Changing the Signals” (November 17-18, 2008). An earlier version of this paper was published ...- 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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Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World
Evaluating Pension Reform, Washington, D.C., 31, Sept. 17, 1999; Joseph F. Quinn, "Retirement Patterns and ... retirement would receive a partial year of service.17 In order to avoid double prorating, the plan would ...- 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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2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System
higher‐wealth households that would likely save in any case.17 Figure 1 Retirement Savings Incentives Versus Personal Savings ... sonal Savings,” Tax Notes, December 20, 2004. 17 Ibid.; Peter Orszag, “Strengthening Retirement Security ...- 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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Cash Balance Symposium Monograph, Chapter 5: Saving Social Security with a Cash Balance Plan
worker may also receive additional monthly benefits. 17 These so-called auxiliary benefit amounts are also ... 15 42 U.S.C. § 402(q). 16 42 U.S.C. § 403(f). 17 42 U.S.C. § § 402(b) (wife), (c) (husband), (d) (child) ...- Authors: Jonathan Barry Forman
- Date: Jan 2001
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Hybrid plans; Social Insurance>Social Security
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Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions
form of payout. For example, in 1995 only about 17% of the savings and thrift plans of medium and large ... Beneficiaries," Social Security Bulletin 60, no. 4:3-17. Weiss, Deborah M. 1991. "Paternalistic Pension ...- 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