Edition
Refine your search
  • {{result}}
Browse by Topic
or
Publication Browse
1 - 6 of 6 results (0.36 seconds)
Sort By:
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    investment vehicles that combine features of an annuity and a lottery. In a simple tontine, a group of ... an episode of the popular television series “M*A*S*H,” Col. Sherman T. Potter, as the last survivor ...

    View Description

    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • How Family Dynamics Influence Retirement Security
    How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability ... Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay ...

    View Description

    • Authors: Gregory A Ward
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • The 401(k) As A Lifetime Financial Wellness Instrument
    paycheck was delayed one week. See also, Olivia S. Mitchell and Annamaria Lusardi, “Financial Literacy ... Reserve System, “Report on the Economic Well-Being of U.S. Households in 2015,” May 2016, https://www.federalreserve ...

    View Description

    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Working Longer to Improve Security: Workplace Issues
    workers and many years of pension consulting. 2 U.S. Government Accountability Office, “Older Workers: ... Employers,” report to the Special Committee on Aging, U.S. Senate, GOA 17-536 (June 2017), https://www.gao ...

    View Description

    • Authors: Anna M Rappaport, Tim Driver
    • Date: May 2018
    • Competency: Leadership>Change management; Leadership>Thought leadership
    • Topics: Pensions & Retirement>Plan design
  • Employers Should Consider a Single Plan Document
    on an after-tax basis, to purchase additional annuity benefits in the pension plan or to accumulate ... longevity annuity contracts (i.e., letting a plan participant purchase a deeply deferred annuity to protect ...

    View Description

    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Financial Life Planning at Work
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger ... edu/dspace/handle/2097/18412. 8 Cliff A. Robb and Ann S. Woodyard, “Financial Knowledge and Best Practice ...

    View Description

    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
    • Per Page: