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Documents Pension-Markets-in-Focus-2014.pdf

1 Pension Markets in Focus 2014 This annual report reviews trends in the financial performance of pension funds, including investment returns and asset allocation. The underlying…

Documents EMERGING ISSUES FOR DEFINED CONTRIBUTION PLANS LEGAL LESSONS FROM THE U.S. FOR CAPITAL ACCUMULATION....

Slide 1 EMERGING ISSUES FOR DEFINED CONTRIBUTION PLANS LEGAL LESSONS FROM THE U.S. FOR CAPITAL ACCUMULATION PLAN PLAN MANAGERS Douglas L. Greenfield 1 Slide 2 Basic Conceptual…

Documents HOW ACTUARIES SEE THE WORLD. ActuApardy! Guidelines Answer questions individually or as a team Need....

Slide 1 HOW ACTUARIES SEE THE WORLD Slide 2 ActuApardy! Slide 3 Guidelines Answer questions individually or as a team Need a time keeper (or use your phone) Need a score…

Documents Talking Retirement By: Olympia Valentine Retirement Planning Club for Women Wednesday, August 19,...

Slide 1 Talking Retirement By: Olympia Valentine Retirement Planning Club for Women Wednesday, August 19, 2009 Slide 2 Meeting Objective Knowledge share among the group who…

Documents ANNA RAPPAPORT CONSULTING STRATEGIES FOR A SECURE RETIREMENT SM Framing the Issues: Retirement...

Slide 1 ANNA RAPPAPORT CONSULTING STRATEGIES FOR A SECURE RETIREMENT SM Framing the Issues: Retirement Income Questions People Need to Ask Presentation by Anna Rappaport…

Documents Lifetime Guaranteed Income Account AFN45811 Mutual of Omaha Retirement Services.

Slide 1 Lifetime Guaranteed Income Account AFN45811 Mutual of Omaha Retirement Services Slide 2 Agenda What is the Lifetime Guaranteed Income Account (LGIA) What is it a…

Documents ANNA RAPPAPORT CONSULTING STRATEGIES FOR A SECURE RETIREMENT SM Seven Life Defining Decisions:...

Slide 1 ANNA RAPPAPORT CONSULTING STRATEGIES FOR A SECURE RETIREMENT SM Seven Life Defining Decisions: Things to Think About Special Issues for the Third Age Presented by…

Documents Variable annuity GLBs(guaranteed living benefits) GLWBs(guaranteed lifetime withdraw benefits)...

Slide 1 Variable annuity GLBs(guaranteed living benefits) GLWBs(guaranteed lifetime withdraw benefits) GMWBs(guaranteed minimal withdraw benefits) GMIBs(guaranteed minimal…

Documents Financing future LTSS and long life through more flexible 401(k)s and IRAs: Exploring Reform Options...

Slide 1 Financing future LTSS and long life through more flexible 401(k)s and IRAs: Exploring Reform Options LTC Discussion Group, Washington, DC June 24, 2015 Karl Polzer…

Documents Major Retirement Income Sources 1.Social Security 2.Employer-sponsored retirement plans 3.Personal.....

Slide 1 Slide 2 Major Retirement Income Sources 1.Social Security 2.Employer-sponsored retirement plans 3.Personal savings 4.Work (wage income) Slide 3 Income Sources: High-Income…