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  • Planning Today for Tomorrow’s Retirement
    Planning Today for Tomorrow’s Retirement This article illustrates how today’s retirement system tools have ...

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    • Authors: Zenaida Samaniego
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy; Social Insurance
  • 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
  • Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
    focused on defined contribution plans such as 401(k)s since 1991 when I was a consultant at Hewitt Associates ... support (e.g., retirement rollover counseling, annuity purchase, college funding and budgeting). In ...

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    • Authors: Stacy Schaus
    • Date: Oct 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans
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