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Changing the Retirement Advice Conversation
Changing the Retirement Advice Conversation Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Employers Should Consider a Single Plan Document
Employers Should Consider a Single Plan Document An “eligible combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary deferrals funded by ...- 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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Multiple Employer Pension Plan Risk-Sharing Model
Multiple Employer Pension Plan Risk-Sharing Model Analysis of recent changes to Maine public pension plans, including risk sharing provisions to reduce market risk and funding reform to improve ...- Authors: Gene M Kalwarski, Sandy Matheson
- Date: Jun 2018
- Topics: Pensions & Retirement
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Financial Literacy and Access to Aging Resources
Financial Literacy and Access to Aging Resources This article explores the important role of financial literacy in helping to protect seniors and their families from financial fraud and ...- Authors: Cindy Hounsell
- Date: May 2018
- Competency: External Forces & Industry Knowledge>General business skills
- Topics: Pensions & Retirement>Retirement risks
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Listing of winning papers from Retirement 20/20
Listing of winning papers from Retirement 20/20 Listing of the winning papers from the Retirement 20/20 Call for Models for Public Pension Plans Contest. retirement 20/20;intergenerational ...- Authors: Society of Actuaries
- Date: Jun 2018
- Topics: Pensions & Retirement
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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 the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...- 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 South Dakota Retirement System Generational Benefit Structure
The South Dakota Retirement System Generational Benefit Structure Analysis of the South Dakota public plans improving sustainability: a hybrid DB plan: statutory contributions, benefit ...- Authors: Douglas Fiddler, R Paul Schrader, ROBIN E WYLIE
- Date: Jun 2018
- Topics: Pensions & Retirement
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Working Longer to Improve Security: Workplace Issues
Working Longer to Improve Security: Workplace Issues This article provides an overview of approaches to phased retirement and offers information for employers to think about in designing and ...- 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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Funding of Public Sector Pension Plans
Funding of Public Sector Pension Plans Examination of current funding models of Canadian public pension plans and a proposal for funding reform to improve intergenerational equity & ...- Authors: Chun-Ming Ma
- Date: Jun 2018
- Topics: Pensions & Retirement
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Financial Life Planning at Work
Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...- 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