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The Sightlines Project: Seeing our Way to Financial Security in the Age of Increased Longevity
The Sightlines Project: Seeing our Way to Financial Security in the Age of Increased Longevity The SOA ... available material from the Stanford Center on Longevity that focuses on predictions of financial security ...- Authors: Steven Vernon
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age The Aging and Retirement ... report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide ...- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report ... and Home Equity This report provides a framework of analyses and methods that can be use to compare and ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
Solutions in DC Retirement Plans, Phase 1, Baseline The project goals are: • Illustrate an analytical framework ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing ... and financial professionals at plan sponsors about the potential issues, solutions, and processes involved ...- Authors: Steven Vernon
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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viability-spend-safely.pdf
This project explores various design and implementation details for the Spend Safely ... explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). 7/16/2019 ...- Authors: Steven Vernon, Wade D Pfau
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
Using QLACs to Design Retirement Income Solutions The project goals are: • Illustrate an analytical framework ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
Portfolios This project has four phases. Phase 1 develops the framework for using a portfolio approach to developing ... strategies, and establishes a baseline for comparing to future phases. Phases 2, 3 and 4 analyze more complex ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
to Protect Retirement Income before Retirement The project goals are: • Illustrate an analytical framework ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
Retirement Plans, Phase 2, Enable Delay of Social Security The project goals are: • Illustrate an analytical ... in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans