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Perspectives from Anna:Getting Better Results in a DC Plan
Perspectives from Anna:Getting Better Results in a DC Plan Article focuses on a number of strategies that can be used to improve results in a DC plan. It is based on information from several ...- Authors: Anna M Rappaport
- Date: Feb 2016
- Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Perspectives from Anna:Responding to Challenges ....
Perspectives from Anna:Responding to Challenges .... This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium on current pension system issues ...- Authors: Anna M Rappaport
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
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Operation De-Risk: Creative Arrangements for Sharing Risks
Operation De-Risk: Creative Arrangements for Sharing Risks This article discusses the risk-sharing arrangements provided by a number of different types of hybrid pensions, focusing on hybrid ...- Authors: JOHN ANDREW TURNER, Conrad Ferguson, Mark Anthony Macharia
- Date: Jun 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
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Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver?
Tax Assistance to Qualified Retirement Savings Plans: Deferral or Waiver? This paper analyzes the two tax advantages of qualified retirement savings plans: the tax deductibility of contributions ...- Authors: Robert Brown
- Date: Mar 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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A Portfolio Approach to Retirement Income Security
A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Pension Section News, Issue 90, September 2016
Pension Section News, Issue 90, September 2016 Read the September 2016 issue of Pension Section News published by the The Pension Section. Newsletters provide practical information for the ...- Authors: Society of Actuaries
- Date: Sep 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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Chairperson's Corner
Chairperson's Corner overview of changes in retirement plans and economic demands for the baby boom generation Retirement 20/20;Longevity;Financial security 6442469092 5/1/2016 12:00:00 ...- Authors: Julie Curtis
- Date: May 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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Comments on “The SERIOUS System: A New Model for Retirement Income Success”
Comments on “The SERIOUS System: A New Model for Retirement Income Success” This paper comments on the Successful Employee Retirement Income Outcomes in the United States (SERIOUS), a ...- Authors: Cynthia Levering
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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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 ...- Authors: Jack Towarnicky
- Date: Sep 2017
- Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design