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  • Optimizing QDIAs for Retirement
    see below. The study defines retirement as: “A primary worker is identified for each household. For couples ... higher Social Security earnings is the assigned primary worker as he/she has higher average lifetime earnings ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Reforming Social Security: Lessons from Sweden
    Employer payroll taxes of 18.5% in aggregate provided primary funding for the state pensions. The payroll tax ... working group.[25] Primary Income Related Pension: Participants’ NDC Accounts The new primary benefit is a ...

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    • Authors: Paul Donahue
    • Date: Apr 2024
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans; Social Insurance>Social Security