PPT-IMPROVING ACCESS TO RETIREMENT SAVINGS ACCOUNTS

Presentation Consumer Federation of America Financial Services Conference December 1 2016 Angela Antonelli Executive Director Center for Retirement Initiatives McCourt School of Public Policy. The presentation (The Road to Retirement, ‘Charted Course or Aimless Wander’) and accompanying narrative was created by the Arkansas Securities Department. It is intended solely for educational purposes and cannot be copied, distributed, or used in any manner without the permission of the Arkansas Securities Department.. Pension and Retirement Planning Overview . Chapter 1. Chapter 1: Overview. Business opportunities in the pension field. What types of plans are available?. Why have tax-advantaged retirement plans?. From the employee’s perspective. d’horizon. : South African retirement reform. IOPS Technical Committee . | . Seoul, Korea | National Treasury. Dr. David McCarthy | Retirement Policy Specialist. 4. th. November 2013. 1. SA retirement system dominated by funded, quasi-voluntary pillar 2. Millennials, . Gen- . Xers and Baby Boomers . Save for Retirement:. Greg Wojak . M.Sc., . CRPS. ®. gregory.wojak@lpl.com. Gail . Waytena. Gail.waytena@lpl.com. LPL Financial. Member FINRA/SIPC. How Employers can help . the options for your existing retirement savings.. Your career may take many twists . and turns. Americans, on average, have worked. 11.7. . different jobs by the time. they turn . 48. . years old.. University of Michigan Credit Union. When to Retire?. Debt. N. o . mortgage, no credit card debt, and no car . payments. Savings. Savings . to cover 18 to 24 months of . non-discretionary expenses. In safe, non-stock account. Presentation before the Oregon . Retirement Savings Board. December 14, 2015. John . Chalmers. Abbott Keller Professor of Finance. Lundquist College of Business. University of Oregon. Oregon Retirement Savings Board: . Board Meeting. March 15, 2016. Wendy Carter Steve Mitchell. Vice . President Senior Consultant. Defined Contribution . Director. BridgePoint. , . LLC. Segal Consulting . 8339143. Segal attendees:. Pg. #193. Objectives. State the Purpose for Financial Management. Explain the Standard for Financial Management. Describe the Thrift Savings Plan. Describe the Blended Retirement System. Describe the options of the Survivor Benefit Plan. Today’s Essential Question:. The choices you make with your money determine the quality of your life.  . . You know that savings affects your future, but how does savings impact the economy as a whole?. >. With the end of the tax year looming, it’s a good time to consider boosting your retirement savings to make the most of the tax benefit. By investing a further amount into your retirement plan before 28 February 2018, you’ll take advantage of the tax benefit and achieve your savings goals even faster. What are you saving for?. Two sides to retirement. Source: Retiree Insights 2018 Survey of Consumers Ages 50-59, Greenwald & Associates/The Diversified Services Group . of . preretirees. have made . Which customers are eligible for the SixMonth Savings ProgramOnly residential customers are eligible to participate Commercial accounts receive a 5 reduction in volume charges because they generally u 2024. Important information. This overview is not meant to serve as a comprehensive description of the insurance benefits offered by PEBA.. More information can be found in the following:. Benefits Administrator Manual.