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  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The Third Way: Building New Retirement Systems
    no longer the primary computing engines. DB plans are no longer going to be the primary source of retirement ... Some people won’t be able to because their primary career—e.g., heavy manufacturing—is physically ...

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    • Authors: Emily Kessler
    • Date: Apr 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks