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  • Employers Should Consider a Single Plan Document
    Employers Should Consider a Single Plan Document An “eligible combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary deferrals funded by ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • How Family Dynamics Influence Retirement Security
    How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay examines the influence family structure has on retirement ...

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    • Authors: Gregory A Ward
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Working Longer to Improve Security: Workplace Issues
    Working Longer to Improve Security: Workplace Issues This article provides an overview of approaches to phased retirement and offers information for employers to think about in designing and ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: May 2018
    • Competency: Leadership>Change management; Leadership>Thought leadership
    • Topics: Pensions & Retirement>Plan design
  • Financial Life Planning at Work
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...

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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
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