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Not All Hybrid Plans Are Created Equal

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Manage episode 305126615 series 2904480
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A hybrid retirement plan combines parts of a defined benefit plan with parts of a defined contribution plan. Dan Doonan, the Executive Director of the National Institute on Retirement Security, and Elizabeth Wiley, a consulting actuary at Cheiron, wrote the book on hybrid plans – literally! Dan and Elizabeth penned The Hybrid Handbook, a white paper on hybrid retirement plans in the public sector. Listen as they share their insights on these plans along with some of their favorite case studies.

Some highlights from Not All Hybrid Plans Are Created Equal include:

01:27 – Hybrid Retirement Plans: The Case Studies
06:30 – The Best Time to Plant a Tree…
10:56 – Unfunded Liabilities and a Cause for Concern
14:35 – Risk Sharing vs Risk Shifting
19:03 – The Efficiency of Pensions vs Defined Contribution
24:30 – Thoughts on Pension Reform

Click on The Hybrid Handbook if you'd like to read or download a PDF of Dan and Elizabeth's white paper.

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

  continue reading

54 episodes

Artwork
iconShare
 
Manage episode 305126615 series 2904480
Content provided by Traci Dority-Shanklin. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Traci Dority-Shanklin or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

A hybrid retirement plan combines parts of a defined benefit plan with parts of a defined contribution plan. Dan Doonan, the Executive Director of the National Institute on Retirement Security, and Elizabeth Wiley, a consulting actuary at Cheiron, wrote the book on hybrid plans – literally! Dan and Elizabeth penned The Hybrid Handbook, a white paper on hybrid retirement plans in the public sector. Listen as they share their insights on these plans along with some of their favorite case studies.

Some highlights from Not All Hybrid Plans Are Created Equal include:

01:27 – Hybrid Retirement Plans: The Case Studies
06:30 – The Best Time to Plant a Tree…
10:56 – Unfunded Liabilities and a Cause for Concern
14:35 – Risk Sharing vs Risk Shifting
19:03 – The Efficiency of Pensions vs Defined Contribution
24:30 – Thoughts on Pension Reform

Click on The Hybrid Handbook if you'd like to read or download a PDF of Dan and Elizabeth's white paper.

Support the show

Contact:
traci@mutliemployerfunds.com
www.sisupartnersllc.com

  continue reading

54 episodes

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