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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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Time to Ditch the Three-Legged Stool Analogy for Retirement
Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks