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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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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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An Interview with Blaine Aiken
fiduciaries are people who are responsible for taking care of other people’s money and are held to high ethical ... loyalty and care. Loyalty means that conflicts of interest must not taint the advice provided. Care requires ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
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Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck
Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Book review of Steve Vernon’s ... careers in major consulting firms, where our primary client base was larger employers. Both of us ...- Authors: Anna M Rappaport
- Date: Feb 2013
- Competency: Communication>Written communication
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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Interesting Perspectives about Lifetime Income
Interesting Perspectives about Lifetime Income Discussion about the pros and cons of providing ... with unexpected expenses, medical bills, long-term care bills, etc. The experience of the prior retired ...- Authors: Anna M Rappaport
- Date: Jan 2014
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Payout annuities; Pensions & Retirement>Defined contribution and 401k plans