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  • Diverse Risks 2016 Call for Essays
    Essays April 2016 2 Prize Winners First Prize The “Feel Free” Retirement Spending Strategy R. Evan ... Krzysztof Ostaszewski Third Prize Thinking About the Future of Retirement Anna M. Rappaport Longevity Insurance ...

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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
  • More Ideas from the Financial Wellness Collection
    More Ideas from the Financial Wellness Collection Provides preview of the two essays published in this ... and encourages dialogue, particularly on the 401(k) essay and the ideas for change. Defined contribution;Retirement ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • A Portfolio Approach to Retirement Income Security
    advisors should construct diversified portfolios of retirement income, allocating among various retirement ... This essay discusses the pros and cons of various retirement income generators and the issues with constructing ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
  • Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
    Fintech, 401(k) plans and the 2018 Pension Research Council Symposium Discussion of FinTech including PIMCO ... PIMCO research on 401(k) use of managed accounts and observations about cybersecurity, genetic data, and ...

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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
  • Financial Life Planning at Work
    Financial ... Article from Securing Future Retirements Essay Collection 2018 Call for Essays 78 Financial ... Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ...

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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
  • Perspectives from Anna:Responding to Challenges ....
    Perspectives from Anna:Responding to Challenges .... ... This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
  • Interview with Greg Ward, Financial Finesse
    Greg Ward, Financial Finesse During the past few years, the Society of Actuaries Committee on Post-Retirement ... employers, the retirement security of the employee depends largely on the decisions they make. During the last ...

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    • Date: Feb 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Perspectives from Anna
    Perspectives from Anna Provides insights into learnings from the work of the Committee on Post-retirement ... Anna Provides insights into learnings from the work of the Committee on Post-retirement Needs and Risks ...

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    • Authors: Anna M Rappaport
    • Date: May 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Demography>Population data; Pensions & Retirement>Defined contribution and 401k plans