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商品編號： 9-225-016 出版日期： 2025/05/07 作者姓名： Daniel Green|Luis M. Viceira|Sarah Mehta|Robin Diamonte|Ken Levine 商品類別： Finance 商品規格： 19p 再版日期： 地域： United States;Virginia 產業： Aerospace sector;Financial service sector;Insurance industry 個案年度： 2012 - 2024
商品敘述：
Set in 2024, this case explores the Lifetime Income Strategy (LIS), a novel retirement product launched by aerospace and defense company RTX in 2012. Aiming to embed the security of a traditional pension within a 401(k) plan, the LIS allowed participants to secure a portion of their retirement savings, entitling them to a guaranteed monthly lifetime income. The strategy preserved the ability to grow the assets and therefore the guaranteed income, and the ability to withdraw funds at any time (while taking a corresponding reduction in income). By 2024, the LIS held assets worth $7 billion on behalf of 117,000 participants, but just 12% of eligible retirees had elected to begin receiving their income benefit. The case finds two RTX leaders, Robin Diamonte and Ken Levine, debating what might be driving participants'' low uptake and considering strategies for improvement.
涵蓋領域：
Business and society;Finance and investing;Human resource management;Innovation;Inventions;Labor
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