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The Next Evolution in Defined Contribution Retirement Plan Design: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs
income program for their plan participants. The primary goal of this paper is to help retirement plan sponsor ... threat of high expenses for medical and long-term care. It should be no surprise that retirees might ...- Authors: Steven Vernon
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
later years of retirement, such as for long-term care expenses. • A systematic withdrawal based on the ... case of significant needs, such as long-term care expenses. • A retirement income that has the potential ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
developing retirement income and planning for long-term care (for a discussion on this topic, see the section ... later years of retirement, such as for long-term care expenses. • A SWP based on the IRS required minimum ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 3: Using QLACs to Design Retirement Income Solutions
help pay for increased medical and/or long-term care costs. 7 Executive Summary of Phase 3 Results ... anticipated increases in medical and/or long-term care costs. 56 Summary and Commentary (continued) ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: 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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Optimal Retirement Income Solutions in DC Retirement Plans, Phase 2, Enable Delay of Social Security
cases assume Social Security benefits for the primary worker are delayed until age 70 but retirement ... replace the Social Security benefits for both the primary worker and nonworking spouse that could have been ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help
We're not Finished with the Move to DC Retirement Plans: How Actuaries can Help This ... Threat of high expenses for medical or long-term care • Desire to leave a legacy In the real world, it’s ...- Authors: Steven Vernon
- Date: Jan 2015
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans