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Perspectives from Anna: Retirement and Financial Advice – What I Heard At Two Recent Meetings
(SEC) and states. Regulations regarding “standard of care” require that the advisor has an affirmative duty ... discussed planning for caregiving and long-term care needs. They focused on using team building and management ...- Authors: Anna M Rappaport
- Date: Nov 2012
- Competency: Communication
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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The Continuing Search for the “Ideal” Pension Funding Now More than Ever, a Case for Communication Between the Actuary and the Financial Executive
The Continuing Search for the “Ideal” Pension Funding Now More than Ever, a Case for Communication ... the financial exposure of the PBGC. While the primary intent of all these rules was to improve the funding ...- Authors: Frank G Burianek, Jeffrey A Rees, Thomas R Benzmiller
- Date: Jun 2001
- Competency: Communication; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Funding; Pensions & Retirement>Retiree medical