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  • Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design

    Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design This paper suggests a number of ...

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    • Authors: Beverly Orth
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Optimal Retirement Age

    Optimal Retirement Age This paper provides some background about demography, health and retirement summarizes how current pension laws influence the design of pension plans and the timing of ...

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    • Authors: Jonathan Barry Forman, Yung-Ping (Bing) Chen
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Pensions & Retirement>Plan design
  • 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 ...

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    • 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
  • A Comprehensive Defined Benefit Pension Plan Reform Proposal

    A Comprehensive Defined Benefit Pension Plan Reform Proposal The abstract for the paper A Comprehensive Defined Benefit Pension Plan Reform Proposal Defined benefit plans=DB plans;Funding reform; ...

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    • Authors: Eric J Klieber
    • Date: Jul 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Plan design
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System

    2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System This paper proposes a mandatory universal pension system MUPS which would ...

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    • Authors: Jonathan Barry Forman, Adam Carasso
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Retirement Plan Preferences Survey

    Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement

    Retirement Implications of Demographic and Family Change Symposium Monograph: Gradual Retirement - An Additional Option in Work and Retirement This paper discusses the role of gradual retirement ...

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    • Authors: Yung-Ping (Bing) Chen, John C Scott
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Plan design
  • Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans?

    Are Automatic Balancing Mechanisms Appropriate for Private Sector Defined Benefit Pension Plans? This paper considers the question of how the adjustment mechanisms described for the Swedish and ...

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    • Authors: Application Administrator
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Plan design
  • New Retirement Plan Designs for the 21st Century

    New Retirement Plan Designs for the 21st Century This paper talks about the risks of defined benefit and defined contribution plans. Defined benefit plans=DB plans;Hybrid pension plans;Retirement ...

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    • Authors: Beverly Orth, William R Hallmark
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks