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  • Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data

    Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data The objective of the Phase I research effort was to further the Committee’s work by defining ...

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    • Authors: Noel Abkemeier, Society of Actuaries
    • Date: Feb 2013
  • Lifetime Income Disclosure

    Lifetime Income Disclosure The SECURE Act of 2019 requires an annual disclosure to participants in defined contribution plans. The intention is to help participants understand the relationship ...

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    • Authors: Noel Abkemeier, Mark Shemtob
    • Date: Jan 2023
    • Competency: Communication
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans