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  • Diverse Risks 2016 Call for Essays
    Charles S. Yanikoski 95 Dealing with Multiple Post-Retirement Risks in the Middle Market Charles S. Yanikoski ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Defaults for Distribution of Retirement Assets: What are the Issues?
     While the paper focuses primarily on the  United States (U.S.) environment, the issues discussed have broader application ... ution (DC)  plans.    U.S. Social Security benefits are paid as a life annuity indexed for inflation ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Plan design
  • EXPERIMENTAL ANALYSIS OF RETIREMENT
     a lump‐sump payment rather than an increased annuity.  So, it is likely that this transformation in ... m payment would be easier to  implement. In the U.S. private industry, whose retirement benefits may be distributed in  ...

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    • Authors: Francisco Lagos, Juan Antonio Lacomba, Enrique Fatas, Ana Moro
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Global Perspectives; Pensions & Retirement>Plan design
  • Perspectives from Anna:Getting Better Results in a DC Plan
    elsewhere, and the question of whether to buy an annuity with some of the DC bal- ance. But of course for ... Retirement: Three big ideas that could reshape the U.S. retirement system. Bob Collie presents a survey ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2016
    • Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce
    retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an ... retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an ...

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    • Authors: Patrick Ring
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
  • Financial Life Planning at Work
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger ... edu/dspace/handle/2097/18412. 8 Cliff A. Robb and Ann S. Woodyard, “Financial Knowledge and Best Practice ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks