Lifetime Income Risk Joint Committee

Related Publications

Lifetime Income Risk Joint Committee, Retirement System Assessment and Policy Committee (RSAP) and Social Security Committee comment letter to the Bipartisan Policy Center on the 2016 Report of the Commission on Retirement Security and Personal Savings. (February 22, 2019)
Ted Goldman, Senior Pension Fellow, testimony before the U.S. Department of Labor's Advisory Council on Employee Welfare and Pension Benefit Plans on "Lifetime Income Solutions as a Qualified Default Investment Alternative (QDIA) - Focus on Decumulation and Rollovers." Read Goldman's testimony and presentation slides. (August 17, 2018)
Lifetime Income Risk Joint Task Force letter to Congress on the Lifetime Income Disclosure Act.  (July 06, 2018)
Academy Position Statement on support for policy and educational initiatives to increase retirement income options within employer-sponsored defined contribution (DC) plans. (October 31, 2017)
Lifetime Income Risk Joint Task Force comment letter to the Department of Labor concerning proposals for increasing retiree income options, with a focus on additional safe harbors that encourage delivering lifetime income.
(August 19, 2016)
Lifetime Income Risk Joint Task Force issue brief explaining general retirement planning considerations. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief intended to give a high-level perspective on a few key risks and aspects related to lifetime income. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees, refocusing plan design on lifetime income needs, and refocusing federal retirement policies to support lifetime income needs. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief in the Risky Business series providing actuarial insights regarding lifetime income planning. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief in the Risky Business series explaining how a retiree can use the concept of “risk sharing” to help manage longevity risk through lifetime payout options and individual annuities, as well as other approaches to lessen risk. (October 22, 2015)
Lifetime Income Risk Task Force comments to the Department of Labor regarding the proposed regulations defining fiduciaries and conflict of interest.
(July 20, 2015)
Presentation to the NAIC ERISA Retirement Income Working examining the financial risks of increased lifespans and the needs for retirees to secure lifetime income.   (August 24, 2013)
Capitol Hill briefing presentation that examines the financial risks of increased lifespans and the need for retirees to secure lifetime income. (June 27, 2013)
Discussion paper by the Lifetime Income Risk Joint Task Force that examines the importance of a secure income that lasts an entire lifetime. (June 19, 2013)
Joint Task Force Releases Discussion Paper on Lifetime Income
Task Force Submits Comments on Proposed DOL Fiduciary Rule
Lifetime Income Risk Joint Task Force Comments to DOL on Lifetime Income Options
Academy Announces Position Statement on Lifetime Income
Task Force Submits Letter to Congress on Lifetime Income Disclosure Act