1 - 3 of 3 results (0.45 seconds)
Sort By:
  • 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 ...

    View Description

    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • 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 ...

    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
  • 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 ...

    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