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  • Planning Today for Tomorrow’s Retirement
    competitive in the marketplace. Our nation’s leaders must be guided by sound policy for economic growth and ... and the public good. The Changing Retirement System Years ago, people worked until they died, thus ...

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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
  • Employers Should Consider a Single Plan Document
    combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary ... salary deferrals funded by the employees Defined benefit plans=DB plans;Defined contribution plans=DC ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage ... Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create liquidity without ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Financial Life Planning at Work
    Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ... Scott M. Spann and Cynthia Meyer While the extent of the looming retirement crisis is debatable, most ...

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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
  • How Family Dynamics Influence Retirement Security
    How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability ... and prepare for retirement. This essay examines the influence family structure has on retirement preparedness ...

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    • Authors: Gregory A Ward
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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