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Ethics, Earnings, and ERISA : Ethical-Factor Investing of Savings and Retirement Benefits
Feuer, Albert - 2021
increasingly popular among Americans, and American savings and retirement plans. Ethical-factor investing includes, but is not …-qualification questions arise in the retirement/savings plan realm with respect to ethical factor investing. Fiduciaries of non-ERISA plans … ethical-factor investments on behalf of participants and beneficiaries, such as those for defined benefit plans? Retirement/savings …
Persistent link: https://www.econbiz.de/10013249285
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Ethics, ESG, and ERISA : Ethical-Factor Investing of Savings and Retirement Benefits Part 2
Feuer, Albert - 2020
arrangements or of self-directed ERISA savings and retirement plans, such as most 401(k) plans, may use any of the three ethical …
Persistent link: https://www.econbiz.de/10014102468
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Ethics, Earnings, ERISA and the Biden Administration
Feuer, Albert - 2021
Ethical-factor investing shall be defined as using ethics, such as an enterprise’s policies regarding social/economic/health/environmental justice, sustainability, climate change, or corporate governance, as a factor to determine whether to acquire, dispose of, or how to exercise ownership...
Persistent link: https://www.econbiz.de/10013249084
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How an ERISA Fiduciary May Try to Save the World
Feuer, Albert - 2020
On November 13, 2020, the U.S. Department of Labor (DOL) promulgated a final regulation regarding the investment duties of an ERISA fiduciary in selecting either direct plan investments or investment alternatives to make available to participants and beneficiaries of self-directed plans (the...
Persistent link: https://www.econbiz.de/10014090033
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Generational accounting, solidarity and pension losses
Teulings, Coen N.; Vries, Casper G. de - 2003
The stock market collapse led to political tensions between generations due to the fuzzy definition of the property rights over the pension funds’ wealth. The problem is best resolved by the introduction of generational accounts. Modern consumption and portfolio theory shows that the younger...
Persistent link: https://www.econbiz.de/10011334341
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The role of supplementary retirement savings in reducing the pension gap in Poland
Jedynak, Tomasz - In: Economic and environmental studies : a journal for … 17 (2017) 1, pp. 95-113
supplementary savings needed to cover it. The issue of pension system income adequacy is first discussed, and the forecasted and … defined and the size of the gap is analyzed. The amount of savings needed to cover the pension gap is then computed. How … changes in the values of particular parameters influence the amount of monthly savings needed to cover the individual pension …
Persistent link: https://www.econbiz.de/10011689455
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The efficiency of a supplementary old-age pension system : the case of polish voluntary pension funds
Rutecka-Góra, Joanna - In: E-Finanse : finansowy kwartalnik internetowy 15 (2019) 3, pp. 76-87
The aim of this article is to evaluate the effectiveness of voluntary pension savings plans in Poland, based on the …
Persistent link: https://www.econbiz.de/10012104456
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Breaking the implicit contract : using pension freezes to study lifetime labor supply
Patki, Dhiren - 2021 - This version: June 2021
This paper studies the elimination of traditional pensions and subsequent adoption of 401(k) plans by U.S. employers. Using thousands of firm-level natural experiments, it shows that unexpected losses in future compensation engendered by pension plan transitions induce premature retirement for...
Persistent link: https://www.econbiz.de/10012592204
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Fixed and variable longevity annuities in defined contribution plans : optimal retirement portfolios taking social security into account
Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2023
This paper investigates retirees' optimal purchases of fixed and variable longevity income annuities using their defined contribution (DC) plan assets and given their expected Social Security benefits. As an alternative, we also evaluate using plan assets to boost Social Security benefits...
Persistent link: https://www.econbiz.de/10013554899
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Simplifying choices in defined contribution retirement plan design : a case study
Mitchell, Olivia S.; Keim, Donald B. - 2017
rates and expense ratios, and we estimate this could lead to aggregate savings for these participants over a 20-year period …
Persistent link: https://www.econbiz.de/10011721902