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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 provides a framework of analyses and methods that can be use to compare and assess strategies for ...- 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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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 Retirement Income Programs This paper is intended to help plan sponsor fiduciaries ...- Authors: Steven Vernon
- Date: Sep 2013
- 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 3: Using QLACs to Design Retirement Income Solutions
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions The project goals are: • Illustrate an analytical framework using stochastic ...- 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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The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs – PowerPoint Presentation
The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs – PowerPoint Presentation The PowerPoint summarizes the ...- Authors: Steven Vernon
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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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 is pleased to make available material from the Stanford Center on Longevity that focuses on ...- 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
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the ...- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 4: Strategies to Protect Retirement Income before Retirement The project goals are: • Illustrate an analytical framework using ...- 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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viability-spend-safely.pdf
This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). 7/16/2019 12:00:00 AM ...- Authors: Steven Vernon, Wade D Pfau
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios This project has four phases. Phase 1 develops the framework ...- 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 2, Enable Delay of Social Security
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security The project goals are: • Illustrate an analytical framework using stochastic forecasts and ...- 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