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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 ...

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    • 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

  • Investment Choice, and Where the Actuary Chooses to Stand

    Investment Choice, and Where the Actuary Chooses to Stand The appropriate role for actuaries when advising on long-term investment strategies for individual retirement savings. Asset allocation; ...

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    • Authors: Mark Levins O'Reilly
    • Date: Jan 2014
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments>Investment strategy - Finance & Investments; Life Insurance>Investment strategy - Life Insurance

  • The Future of Retirement Planning is Already Here — It's Jus

    The Future of Retirement Planning is Already Here — It's Jus Many of the innovations and methods required to improve retirement security exist, but have not been pulled together into an ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
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