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  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
    family), other formal social programs (e.g., health care, housing), and other individual assets (e.g., ... standardized set of provisions is needed, where the primary decision is to be in the plan (the default option) ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Background Document: Quantitative Evaluation Framework for Retirement Benefit Systems
    evaluation (QE) framework that will facilitate the direct comparison of one proposal to another proposal ... accumulation and payout components. Since the primary goal of this framework is to facilitate comparisons ...

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    • Authors: Rowland Davis
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design