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  • Fully Funded Pensions for Centenarians

    Fully Funded Pensions for Centenarians This is the Fully Funded Pensions for Centenarians abstract authored by Jonathan ... Longevity, mortality, mortality improvement, long-term care 8/6/2020 12:00:00 AM ...

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    • Authors: Jonathan Barry Forman
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography
  • Fully Funded Pensions for Centenarians

    Fully Funded Pensions for Centenarians This is the Fully Funded Pensions for Centenarians abstract authored by Jonathan ... Longevity, mortality, mortality improvement, long-term care 8/6/2020 12:00:00 AM ...

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    • Authors: Jonathan Barry Forman
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography
  • 5B: Pensions and Longevity Risk

    when at home but not in need of extensive health care --Higher at advanced age (85+) when Active Daily ... running out of assets, and needing long term care. 7 This Study • examine the level of expenditures ...

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    • Authors: Richard Brown, Lori Curtis, Jonathan Barry Forman, Society of Actuaries
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Long-term Care
  • Protecting Participants and Beneficiaries in a Phased Retirement World

    authors have encountered plans sponsored by health-care industry employers using this approach. 17 Some ... tenure is too small to realistically become the primary source of income during retirement. For example ...

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    • Authors: Patricia Scahill, Jonathan Barry Forman
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Plan design
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: Tax Considerations in a Mandatory Universal Pension System

    s of  life spent in retirement.  Retiree health care (taking federal and employer benefits  together ... ave to pay more out‐of‐ pocket for their health care in the future.4  If nothing changes, workers and their families  ...

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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
  • Supporting the Oldest Old: The Role of Social Insurance, Pensions and Financial Products

    http://www.ssa.gov/oact/cola/Benefits.html, and SSA, “Primary Insurance Amount,” accessed Oct. 30, 2013, http://www ... full retirement age, a benefit known as the primary insurance amount (PIA). For a worker turning 62 ...

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    • Authors: Society of Actuaries, Jonathan Barry Forman
    • Date: Jan 2014
  • Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions

    time away from the workplace to raise a family or care for an aging relative. For example, one study found ... prin- ciple of individual autonomy is also the primary principle governing 401(k) plans and most other ...

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    • Authors: Jonathan Barry Forman
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Retirement Implications of Demographic and Family Change Symposium Monograph: Protecting Participants and Beneficiaries in a Phased Retirement World

    authors have encountered plans sponsored by health-care industry employers using this approach. 17 Some ... tenure is too small to realistically become the primary source of income during retirement. For example ...

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    • Authors: Patricia Scahill, Jonathan Barry Forman
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design
  • Optimal Distribution Rules for Defined Contribution Plans: What Can the United States and Australia Learn from Other Countries? Report

    support to the elderly, including access to health care and housing ); Lans Bovenberg & Casper van Ewik ... Economics: Lessons from Retirement Research for Health Care and Beyond (Congressional Budget Office, 2008) ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge
  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection

    four risks that retirees face: longevity, health care, sequence of returns and inflation. It examines ... and planning ahead for future possible long-term care needs. • Layered Liquidity Management in Retirement ...

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    • Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks