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  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • 2B: Retirement Strategies
    2B: Retirement Strategies Papers: Retirement Strategy Metrics – Mark Shemtob, FSA, MAAA, EA, MSPA, FCA A Review of the Demography of Retirement in the United States – Jacob S. Siegel Retirement ...

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    • Authors: DOUGLAS MARTIN ANDREWS, Mark Shemtob, Jacob S Siegel, Society of Actuaries
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 401k Plans: A Sensible Approach to Investments
    401k Plans: A Sensible Approach to Investments This article summarizes the progression over the last three decades as to how contributions have been invested under qualified 401k and other ...

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    • Authors: Mark Shemtob
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • CRITs: An Alternative Retirement Income Approach
    CRITs: An Alternative Retirement Income Approach Defined benefit plans have been disappearing from the private sector retirement program landscape. 401k Plans that have taken their place are not ...

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    • Authors: Mark Shemtob
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)