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Employers Should Consider a Single Plan Document
combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary ... salary deferrals funded by the employees Defined benefit plans=DB plans;Defined contribution plans=DC ...- 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
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How Family Dynamics Influence Retirement Security
How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability ... and prepare for retirement. This essay examines the influence family structure has on retirement preparedness ...- Authors: Gregory A Ward
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Working Longer to Improve Security: Workplace Issues
Working Longer to Improve Security: Workplace Issues This article provides an overview of ... Workplace Issues This article provides an overview of approaches to phased retirement and offers information ...- Authors: Anna M Rappaport, Tim Driver
- Date: May 2018
- Competency: Leadership>Change management; Leadership>Thought leadership
- Topics: Pensions & Retirement>Plan design
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Workers and Retirees Could Pool Risk with Tontine Annuities
Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that ... Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can ...- Authors: Jonathan Barry Forman
- Date: May 2018
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Public Policy
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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 ... Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create liquidity without ...- 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
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Financial Life Planning at Work
Financial ... Article from Securing Future Retirements Essay Collection 2018 Call for Essays 78 Financial ... Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ...- 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