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psn-2017-iss91-cutler-wrapping-up
psn-2017-iss91-cutler-wrapping-up This issue wraps up the publication of essays to ... Pensions;private sector pension plans;decumulation;long-term care insurance;defined contribution plans 6442475608 ...- Authors: John Cutler
- Date: Feb 2017
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks
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Pension Section News, Issue 90, September 2016
not a retiree has long‑term care insurance. Retir‑ ees without long‑term care insurance may need significantly ... consistently have shown “re‑ ducing spending” as the primary risk management strategy. The 2015 focus groups ...- Authors: Society of Actuaries
- Date: Sep 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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Thinking about the Future of Retirement
circumstances at work, illness or family members needing care. • There appears to be a significant gap between ... the Future of Retirement disability and long-term care risk, both of which are outside the plan but have ...- Authors: Anna M Rappaport
- Date: May 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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What is Required to Improve Retirement Income Security?
purchase of deferred annuity segments as the primary funding vehicle for defined benefit plans. In ... Defined Contribution Plans.” In the case of health care, see the fol- lowing note. While I have no doubt ...- Authors: Paul Donahue
- Date: Sep 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy
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Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver?
One must conclude that the $5,07.11 comes from a direct tax waiver or subsidy. To prove this assertion ... management of the Office. She will also assume primary responsibility for the processing of disciplinary ...- Authors: Robert Brown
- Date: Mar 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Perspectives from Anna: Retirement and Financial Advice – What I Heard At Two Recent Meetings
(SEC) and states. Regulations regarding “standard of care” require that the advisor has an affirmative duty ... discussed planning for caregiving and long-term care needs. They focused on using team building and management ...- Authors: Anna M Rappaport
- Date: Nov 2012
- Competency: Communication
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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A Portfolio Approach to Retirement Income Security
unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...- 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
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How the American Retirement Savings System Magnifies Wealth Inequality
of my activity has been in health and long term care policy. I have worked for CMS, the National Health ... Washington University and for the American Health Care Association/National Center for Assisted Living ...- Authors: Karl Polzer
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge; Leadership; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Economics>Behavioral economics; Economics>Financial economics; Enterprise Risk Management>Risk appetite; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management; Public Policy
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Chairperson's Corner
Chairperson's Corner overview of changes in retirement plans and economic demands for ... many children to support us as we aged, who would care for us, and where would our finan- cial resources ...- Authors: Julie Curtis
- Date: May 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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Interview with Greg Ward, Financial Finesse
Interview with Greg Ward, Financial Finesse During the past few years, the Society of Actuaries ... employees are using target-date funds as their primary investment election, and financial calculators ...- 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