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-- An attorney subscriber
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Search the News Archive
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35 Matching News Items |
| 1. |
Pension Research Council, The Wharton School of The University of Pennsylvania
June 8, 2012
"Though many people use financial advisers, and many more would probably benefit from financial advice, relatively little is known about the marketplace for such advice. The 2012 Pension Research Council conference at the Wharton School of the University of Pennsylvania offered cutting-edge research and commentary on key aspects of the advice marketplace, types of advice provided, fees and commissions, market and regulatory considerations, and how to evaluate advisers' performance and impact." [Conference materials and presentations available for download at link.]
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| 2. |
Pension Research Council, The Wharton School of The University of Pennsylvania
Dec. 27, 2009
Excerpt: This volume represents an invaluable addition to the Pension Research Council / Oxford University Press series as it includes actuarial, economic, and financial perspectives making it useful for academics, retirement plan administrators, and public employees wishing to understand the challenges facing public pensions.
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| 3. |
Pension Research Council, The Wharton School of The University of Pennsylvania
Aug. 11, 2009
Excerpt: Leading academics, public pension sponsors, and their advisors met recently to examine ways to reformulate and restructure retirement risk management at the 2009 Wharton Impact Conference sponsored by the Pension Research Council and the Boettner Center for Pensions and Retirement Research. Here we summarize the proceedings from this event[.]
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| 4. |
Pension Research Council, The Wharton School of The University of Pennsylvania
July 16, 2010
Excerpt: Leading academics, pension sponsors, and their advisors met recently to measure and remedy low levels of financial literacy in the United States and around the world at the 2010 Wharton Impact Conference sponsored by the Pension Research Council and the Boettner Center for Pensions and Retirement Research. Here we summarize the proceedings from this event[.] [WP2010-11]
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| 5. |
Pension Research Council, The Wharton School of The University of Pennsylvania
May 26, 2014
Papers, presentation slides and videos from 2014 Pension Research Council Symposium.
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| 6. |
The Wharton School of The University of Pennsylvania
Dec. 7, 2010
Excerpt: For national retirement systems, the problem frequently boils down to falling birth rates and longer life spans. 'It's the two blades of the scissors coming together: Not enough workers paying in and people living a very long life,' says Olivia S. Mitchell, professor of insurance and risk management and executive director of the Pension Research Council at Wharton.
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| 7. |
Pension Research Council, The Wharton School of The University of Pennsylvania
Mar. 30, 2017
"[I]ntroducing a longevity income annuity [LIA] to the plan menu is attractive for most DC plan participants who optimally commit 8-15% of their plan balances at age 65 to a LIA that starts paying out at age 85.... [An] approach where a fixed fraction over a dollar threshold is invested in LIAs will be preferred by most to the status quo, while enhancing welfare for the majority of workers." [WP2017-3]
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| 8. |
Pension Research Council, The Wharton School of The University of Pennsylvania
July 26, 2020
"This paper explains how state governments could create new low-cost lifetime assurance funds to help provide retirement income security for millions of private-sector workers who currently lack pension coverage.... [A]ssurance funds [c]ould be offered as annuity-like investment options on the new investment platforms being created by states like Oregon, California, and Maryland that offer their citizens the opportunity to participate in state-sponsored retirement savings plans. Adding an assurance fund could effectively turn these retirement savings plans into lifetime pensions."
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| 9. |
Pension Research Council, The Wharton School of The University of Pennsylvania
Mar. 12, 2021
"If employers terminate plans after the bailout, the assistance would be based on phantom accruals, possibly leaving plans with more taxpayer funds than liabilities. The complexity, uncertainty and immense amounts at stake will likely result in years of litigation."
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| 10. |
Pension Research Council, The Wharton School of The University of Pennsylvania
Apr. 6, 2021
"The pandemic cut off many activities and options during the last year, and also pushed us into learning to do more remotely and into working with different technologies.... A big question is whether this will enable phased retirees to create more opportunities for themselves."
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