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  • The Future of Retirement Planning is Already Here — It's Jus
    The Future of Retirement Planning is Already Here — It's Jus Many of the innovations ... tax law and help people easily update their plans 17 Michael Kitces, “Differentiation the Next Generation ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
  • A Smart Way to Develop Retirement Income Strategies
    A Smart Way to Develop Retirement Income Strategies Three papers use sophisticated actuarial ... Retirement Research at Boston College issue brief no. 17-6 (March 2017), http://crr.bc.edu/wp-content/upl ...

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    • Authors: Steven Vernon
    • Date: May 2018
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments