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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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BPAS
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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DWC ERISA Consultants LLC
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Compensation Strategies Group, Ltd.
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4 Matching News Items |
| 1. |
New York Life Insurance Company
Aug. 13, 2007
Excerpt: This essay is based, in part, on a study by the same authors entitled 'Rational Decumulation,' Wharton Financial Institutions Center Working Paper #06-14, May 2007. That study was co-sponsored by the Wharton Financial Institutions Center and New York Life Insurance Company. The usual disclaimer applies. http://fic.wharton.upenn.edu/fic/papers/06/p0614.htm
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| 2. |
Wharton Financial Institutions Center
Sept. 2, 2008
17 pages. Excerpt: Five forces are converging upon Americans today in what some have called the Perfect Storm and it is about to engulf us from all sides. The situation is particularly precarious for women, as I will demonstrate shortly, and there isn't anything we can do to stop these converging forces. The best we can do is to organize our own finances in such a way that we can provide for ourselves and our families.
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| 3. |
Pension Research Council
May 23, 2002
Excerpt: While many workers continue to view company shares and the stock market as their long-term route to retirement security, that belief was questioned during a conference in April on 'Risk Transfers and Retirement Income Security' sponsored by Wharton's Pension Research Council and The Financial Institutions Center.
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| 4. |
Advisory Council on Employee Welfare and Pension Benefit Plans, Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
July 10, 2019
Written statements by invited witnesses, submitted for June 25 meeting of the ERISA Advisory Council: [1] Ian Dingwall, Chief Accountant, Employee Benefits Security Administration, Retired; [2] James Haubrock, AICPA Employee Benefit Plan Audit Quality Center; [3] Dennis Mahoney, Wharton Business School at the University of Pennsylvania; [4] Will Hansen, American Retirement Association; [5] Stephen L. Dobrow, Primark Benefits; [6] Tim Rouse, SPARK Institute; and [7] Chantel Sheaks, U.S. Chamber of Commerce.
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