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Emerging Definitions on Retirement
my years at Watson Wyatt I helped to shape and direct the research around phased retirement, what employees ... employers in the shifting of that risk have shifted the direct risk, but are vulnerable to indirect risks as ...- Authors: Society of Actuaries
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
and the greater need for medical and long-term care at older ages. Existing pension legislation in ... nondiscre- tionary expenses, including medical care and long-term care. Although retirees in their early retirement ...- Authors: Beverly Orth
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
family), other formal social programs (e.g., health care, housing), and other individual assets (e.g., ... standardized set of provisions is needed, where the primary decision is to be in the plan (the default option) ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Affordable Retirement Income Through Savings and Annuities
firm to the investment manager as an incentive to direct trading must be credited to the investment fund ... for keeping pace with inflation. TIPS are the primary investment that can achieve this goal with certainty ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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The Changing Retirement Landscape
health of one’s spouse, children, and parents. The primary economic factors affecting the retirement age are ... tend to prolong worklife while the need to provide care to ill and disabled family members may hasten retirement ...- Authors: Anna M Rappaport, Robert L Clark
- Date: Sep 2001
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions
time away from the workplace to raise a family or care for an aging relative. For example, one study found ... prin- ciple of individual autonomy is also the primary principle governing 401(k) plans and most other ...- Authors: Jonathan Barry Forman
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Retirement is about More than Money
health care, both now and in retirement. They are confused about high deductible health care plans and ... Medicare will cover all their health care costs, including long- term care. We also see that employees don’t ...- Authors: Gregory A Ward
- Date: Sep 2017
- Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Retirement Planning Tools
return, inflation, longevity, etc. Users must take care not to underestimate the range and depth of risk ... Spouse) Retirement Accounts • Approximate Health Care Costs • Debts • Family members needing financial ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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The Third Way: Building New Retirement Systems
no longer the primary computing engines. DB plans are no longer going to be the primary source of retirement ... Some people won’t be able to because their primary career—e.g., heavy manufacturing—is physically ...- Authors: Emily Kessler
- Date: Apr 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks