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Insights on Fintech, 401(k) plans and the 2018 Pension Research Council Symposium
focused on defined contribution plans such as 401(k)s since 1991 when I was a consultant at Hewitt Associates ... support (e.g., retirement rollover counseling, annuity purchase, college funding and budgeting). In ...- Authors: Stacy Schaus
- Date: Oct 2018
- Competency: Leadership>Thought leadership
- Publication Name: Retirement Section News
- Topics: Finance & Investments>Investments; Pensions & Retirement>Defined contribution and 401k plans
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Perspectives from Anna:Responding to Challenges ....
5 h t t p s : / / w w w. s o a . o r g / N e w s - a n d - P u b l i ca t i o n s / P u b l i ca t i ... i o n s / E s s a y s / 2017-financial-wellness-essay-collection.aspx. 6 Carol Bogosian and I were ...- Authors: Anna M Rappaport
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
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A Portfolio Approach to Retirement Income Security
of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...- 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