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  • The Future of Retirement Planning is Already Here — It's Jus
    • Pensions (defined benefit plans) were the primary retirement vehicle for several decades, but private ... longevity, inflation, market volatility, health care, sequence of returns risk and tax optimization7 ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • Redesigning Defined Benefit Plans
    Redesigning Defined Benefit Plans Public DB plans have fatal designs such as basing benefits ... economic growth—something public workers have a direct impact on. A major challenge with long-term plans ...

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    • Authors: Paul Hamilton
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Group plans - Annuities; Economics>Financial economics
  • Using Sound Actuarial Principles to Enhance Financial Well-Being
    Expected non-recurring expenses may include long-term care expenses, unexpected expenses and bequest motives ... pension payments $121,492 PV future long-term care expenses $180,000 PV of employer 401(k) matching ...

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    • Authors: Kenneth Steiner
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Economics>Financial economics
  • Save and Grow: Considerations for Future Financial Freedom
    Save and Grow: Considerations for Future Financial Freedom How assumptions like market returns ... Transportation Shopping Clothing Hobbies Health care Gifts For a family with above-average income, the ...

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    • Authors: Ramandeep Nagi
    • Date: Apr 2017
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Retirement risks