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  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?
    benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Optimizing QDIAs for Retirement
    should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that ... 20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • What Retirement Plan Features Do Employees Really Want?
    benefits?” they are very likely to say “yes.” What’s not to like about survivor benefits? Rather than asking ... survivor benefits must be very important. However, it’s rarely that simple. The presence of other features ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Annuities Versus Tontines in the 21st Century
    retirement investment income tontines (RITs) in today’s market place. March 2018 The Society of Actuaries’ ... (RITs) in today’s market place. The report was authored by Moshe A. Milevsky, Thomas S. Salisbury, Gabriela ...

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    • Authors: Moshe Arye Milevsky
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce
    retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an ... retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an ...

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    • Authors: Patrick Ring
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design