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  • Optimizing QDIAs for Retirement
    see below. The study defines retirement as: “A primary worker is identified for each household. For couples ... higher Social Security earnings is the assigned primary worker as he/she has higher average lifetime earnings ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • DC Corner: For Such a Time as This
    DC Corner: For Such a Time as This First in a series of articles for Retirement Section News focusing ... percent of employers say their DC plan is the primary employer-sponsored plan, up from 56 percent in ...

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    • Authors: Robert J Reiskytl
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • CRITs: An Alternative Retirement Income Approach
    foreseeable future 401(k) plans will continue to be the primary private sector employer provided retirement program ... these annuities tend to be unattractive. One primary reason is the perceived high cost of these annuities ...

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    • Authors: Mark Shemtob
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)