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Record W2015154548 · doi:10.3905/jwm.2009.11.4.089

A Different Perspective on Retirement Income Sustainability: <i>The Blueprint for a Ruin Contingent Life Annuity (RCLA)</i>

2009· article· en· W2015154548 on OpenAlexaff
Huaxiong Huang, Moshe A. Milevsky, Thomas S. Salisbury

Bibliographic record

Venue˜The œjournal of wealth management · 2009
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicFinancial Literacy, Pension, Retirement Analysis
Canadian institutionsYork University
Fundersnot available
KeywordsAnnuityBlueprintLife annuityEconomicsPerspective (graphical)SustainabilityActuarial scienceBusinessFinancePensionEngineeringMathematics

Abstract

fetched live from OpenAlex

This article describes a new retirement income insurance product that would help individuals protect against longevity risk and retirement “ruin”in an economically efficient manner. The authors label this product a ruin-contingent life annuity (RCLA), for which they develop various numerical examples and pricing models. They then argue that RCLA products already exist, albeit not on a stand-alone basis. Namely, these RCLA products are embedded within modern variable annuity (VA) policies with guaranteed living income benefit (GLiB) riders. The authors’ analysis thus provides a deeper understanding of the role of VA + GLiB policies in hedging retirement risks. Indeed, the popularity of GLiB riders on VA policies point towards the potential commercial benefit of such stand-alone insurance products. At the very least, the existence of such a market would enable wealth managers to properly value the economic cost of a given retirement spending rate. <b>TOPICS:</b>Retirement, risk management

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.004
metaresearch head score (Gemma)0.000
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesMeta-epidemiology (narrow)
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: none
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.574
Threshold uncertainty score1.000

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0040.000
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0010.001
Bibliometrics0.0000.001
Science and technology studies0.0010.000
Scholarly communication0.0000.000
Open science0.0010.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.013
GPT teacher head0.270
Teacher spread0.257 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations17
Published2009
Admission routes1
Has abstractyes

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