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Perspectives from Anna:Getting Better Results in a DC Plan
Perspectives from Anna:Getting Better Results in a DC Plan Article focuses on a number of strategies that can be used to improve results in a DC plan. It is based on information from several ...- Authors: Anna M Rappaport
- Date: Feb 2016
- Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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Controlling Our Behavior
Controlling Our Behavior This article describes behavioral finance and its relevance in identifying analytics and processes suitable for a control environment for the actuarial aspects of an ...- Authors: Mark Griffin
- Date: Jan 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Effective decision-making
- Publication Name: The Actuary Magazine
- Topics: Economics>Behavioral economics; Pensions & Retirement>Assumptions and methods
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Changing Patterns of Retirement Seminar: The Impact of Economic Conditions on Retirement
Changing Patterns of Retirement Seminar: The Impact of Economic Conditions on Retirement This session discusses current trends in retirement decision making, retirement incentives, the impact of ...- Authors: John F Kalnberg, Anna M Rappaport, Robert L Clark
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Behavioral economics; Pensions & Retirement
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Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age?
Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age? This paper suggests that individual decisions to retire are based on personal resource allocations, institutional ...- Authors: Linda Brothers
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Defaults for Distribution of Retirement Assets: What are the Issues?
Defaults for Distribution of Retirement Assets: What are the Issues? The abstract for a paper that focuses on default distributions and why they are important. Longevity;Pension annuities; ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Plan design
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A Portfolio Approach to Retirement Income Security
A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Spending and Investing in Retirement - Is There a Strategy?
Spending and Investing in Retirement - Is There a Strategy? This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on ...- Authors: Eric Sondergeld, Mathew Greenwald, Sally Bryck
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Table 1, What Older Americans Do with their Time % Engaging in Various Activities by Age, The Actuary Magazine, April/May 2008 Volume 5 Number 2
Table 1, What Older Americans Do with their Time % Engaging in Various Activities by Age, The Actuary Magazine, April/May 2008 Volume 5 Number 2 This table is an analysis of engagement among ...- Authors: Anna M Rappaport
- Date: Apr 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Economics>Behavioral economics; Pensions & Retirement
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How the American Retirement Savings System Magnifies Wealth Inequality
How the American Retirement Savings System Magnifies Wealth Inequality This essay explores the role that the emerging defined contribution retirement system may be playing in the growth of wealth ...- Authors: Karl Polzer
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge; Leadership; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Economics>Behavioral economics; Economics>Financial economics; Enterprise Risk Management>Risk appetite; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management; Public Policy
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Process of Retirement - Key Findings and Issues
Process of Retirement - Key Findings and Issues As the retirement system has shifted to a greater focus on defined contribution plans and personal responsibility, post-reitrement risk management ...- Authors: Society of Actuaries
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks