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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 ...- 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
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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 ...- 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
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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 ...- 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
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Fighting Procrastination for Financial Wellness
Fighting Procrastination for Financial Wellness We discussed impacts of procrastination ... mortgage, student loan or credit card balance through direct deposit, people will mentally subtract the money ...- Authors: Tianyang Wang
- Date: Apr 2017
- Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
- Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments
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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 ...- 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