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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
allowing plans to modify benefit payouts based on mortality experience should be reconsidered to allow for ... designed to increase the use of qualifying longevity annuity contracts (QLACs). Neither provision is likely ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Family Structure, Roles and Dynamics Linked to Retirement Security
Third Prize The Declining Role of Families in the U.S. Retirement Income System John A. Turner Fourth ... Ward 15 The Declining Role of Families in the U.S. Retirement Income System John A. Turner 19 Beneficiary ...- Date: Jun 2019
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Session 122: Financial Wellbeing
Financial Wellness, Mercer Jeff Tulloch, Vice President, U.S., Broker Relationships, MetLife October 29, 2019 ... follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Jillian Kennedy, Nathan Christopher Zahm, Jeff Tulloch
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work
Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time ... durations driven by the continued improvement in mortality, changes in social insurance “normal” retirement ...- Authors: Carol Bogosian, Tim Driver, Sally Hass, Anna M Rappaport, Richard Johnson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Social Insurance; Social Insurance>Social Security; Pensions & Retirement>Post retirement risks
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, ... These strategies typically involve modifying a plan’s investment strategy to remove a significant portion ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Committee on Post- Retirement Needs and Risks 2019 Call for Essays: Products, Tools, and Strategies that Address Retirement Risks
one can spend in retirement, how much lifetime (annuity) income is needed, and how one should allocate ... conventional methods. • Robert C. Merton, Arun S. Muralidhar and Paula H. Hogan, “SeLFIES: A-New(-ity) ...- Authors: Andrea Sellars, John Cutler
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Technology & Applications; Pensions & Retirement>Post retirement risks
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Understanding and Managing Post Retirement Risks reports
Understanding and Managing Post Retirement Risks reports A flyer that provides an overview ... overview of a report series that summarizes the SOA's work on Post-Retirement Risks. Retirement risk, Retirement ...- Authors: Society of Actuaries
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
from the older generations to the younger while it’s the opposite for Asian and Hispanic Americans. A notable ... doesn’t mean they have everything under control. *Here’s the link to Jamal Rashid Watkins’ testimony: ACHIEVING ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse ...- 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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55th ARC Session: Findings from the 2019 Retirement Risks Survey
Conducted online • Includes all income levels • U.S. only 5 Aging and Retirement Retirement Risks and ... ing home • Through early July, more than 90% of U.S. COVID‐19 deaths are over age 55 • Increased iso ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks