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Needs Versus Wants: What do Collective Defined Contribution Plans Address?
benefits to vary based on the investment and mortality experience of the covered participants. Other ... vary based upon investment experience but not mortality experience. An amendment to ERISA[2] permitting ...- Authors: Esther W Peterson , Mark Shemtob, Lee Gold
- Date: Apr 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
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Optimizing QDIAs for Retirement
should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that ... 20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ...
- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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In the Beginning... A Column Devoted to Tax Basics
Michael L. Hadley TAXING TIMES, October 2023 Author’s Note: This article is an updated version of an article ... 457(b) plan, or individual retirement account or annuity (IRA), all of which receive special tax treatment ...
- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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Observations on our Observations
volatility of statutory funding requirements for U.S. private sector defined benefit plans. The Rising ... input and output smoothing methods in the context of U.S. statutory requirements for private single-employer ...
- Authors: Joseph Silvestri
- Date: May 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
- Publication Name: Pension Section News
- Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
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What Retirement Plan Features Do Employees Really Want?
benefits?” they are very likely to say “yes.” What’s not to like about survivor benefits? Rather than asking ... survivor benefits must be very important. However, it’s rarely that simple. The presence of other features ...
- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Focusing on Measuring Benefits Adequacy: New insights for actuaries
supports a minimum standard of living. If an individual’s resources do not meet the index standard, they cannot ... post-retirement standard of living, buying an annuity, buying long-term care insurance, delayed and early ...
- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: May 2013
- Competency: Professional Values>Public interest representation
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Public Policy
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Annuities Versus Tontines in the 21st Century
retirement investment income tontines (RITs) in today’s market place. March 2018 The Society of Actuaries’ ... (RITs) in today’s market place. The report was authored by Moshe A. Milevsky, Thomas S. Salisbury, Gabriela ...
- Authors: Moshe Arye Milevsky
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce
retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an ... retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an ...
- Authors: Patrick Ring
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Economics>Behavioral economics; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
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Viability of the Spend Safely in Retirement Strategy
Viability of the Spend Safely in Retirement Strategy This project explores various design ... Spend Safely in Retirement Strategy Thank You The SOA’s Committee on Post-Retirement Needs and Risks would ...
- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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Retirement 20/20 Monograph
Retirement 20/20 Monograph This is a web page containing links to papers presented at the ... single PDF of all papers Changing Signals Why Sweden's Pension Reform was able to be Successfully Implemented ...
- Authors: Society of Actuaries
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Plan design