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Perspective on the Diverse Risks Project
Perspective on the Diverse Risks Project Article suggests future steps with regard to this ... Defined contribution plans;Payout annuities;Long-term care;Women and retirement;Risk management in retirement ...- Authors: Anna M Rappaport
- Date: Feb 2017
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
it is most common to provide lump sums as the primary form of payment and to communicate plan benefits as lump sums ... with new forms of defined benefit (DB) plans and the spread of primary DC plans, many participants have a choice of a lump sum or income ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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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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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
The Role of Information and Expectations in Retirement Planning: Communicating ... it is most common to provide lump sums as the primary form of payment and to communicate plan benefits as lump sums ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Personal Risk Manager: Driver of Resilience
Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Stable Value: Is There Really a Problem?
various mandates, desire to grow assets under direct management, desire to sell stable value management ... if the plan sponsor exercised the discretion to direct a certain portion CONTINUED ON PAGE 12 12 ...- Authors: Paul Donahue
- Date: Mar 2013
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Risks & Rewards
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks
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The Feel Free Retirement Spending Strategy
(for example, consider whether you have long-term care insurance or not). Finally, I cannot emphasize ... other similar rules): • Do you have long-term care insurance? If you do, you can spend a little more ...- Authors: R Inglis
- Date: May 2016
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Comments on “Affordable Retirement Income through Savings and Annuities”
Comments on “Affordable Retirement Income through Savings and Annuities” This paper ... government agency—the Longevity Pooling Agency—whose primary role would be to license and regulate the financial ...- Authors: Charlene Moriarty
- 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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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
immediate annuities, investment products and health care products, in order to maximize a set of defined ... varying risk/return characterizations and health care products for the morbidity risk, there are three ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
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New Retirement Plan Designs for the 21st Century
New Retirement Plan Designs for the 21st Century This paper talks about the risks of defined benefit ... . To accommodate a more mobile workforce, direct DB plan to DB plan transfers could be managed ...- Authors: Beverly Orth, William R Hallmark
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks