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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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Annuities Versus Tontines in the 21st Century
Annuities Versus Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing retirement investment income tontines (RITs) in today’s market ...- Authors: Moshe Arye Milevsky
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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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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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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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
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Annuities Versus Tontines in the 21st Century
Annuities Versus Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing retirement investment income tontines (RITs) in today’s market ...- Authors: Moshe Arye Milevsky
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design
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Australian retirement Incomes - what's next?
Australian retirement Incomes - what's next? A review of the Australian retirement incomes system and an assessment of necessary changes to improve its effectiveness. longevity ...- Authors: David McNeice
- Date: May 2018
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: International News
- Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design