Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Time to Ditch the Three-Legged Stool Analogy for Retirement
    Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all ... expenses from the liquidation of the endowment. Financial planning;Retirement income;Retirement planning;Withdrawals ...

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    • Authors: Barry Kozak
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Flexible Work and Phased Retirement: Practical Issues for Employers
    Phased Retirement: Practical Issues for Employers An essay received in response to the Committee on Post ... Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and ...

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    • Authors: Anna M Rappaport
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Save and Grow: Considerations for Future Financial Freedom
    financial planning. How to analyze retirement readiness. Retirement planning;Financial management;Financial ... planning;Financial security;Return on investment;Longevity;Market risk;Life expectancy 6442475993 4/25/2017 ...

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    • Authors: Ramandeep Nagi
    • Date: Apr 2017
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Retirement risks
  • A Framework for Multilayered Post-Retirement Financial Planning
    A Framework for Multilayered Post-Retirement Financial Planning This paper outlines a framework for ... formulating one’s post-retirement planning strategy. Financial Planning;Retirement Planning 6442475990 ...

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    • Authors: Joonghee Huh
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Literacy and Access to Aging Resources
    Aging Resources This article explores the important role of financial literacy in helping to protect ... exploitation. Financial Planning;Financial Security;Retirement Planning ;Wellness 6442482464 5/1/2018 12:00:00 ...

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    • Authors: Cindy Hounsell
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>General business skills
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Life Planning at Work
    Financial Life Planning ... employee retirement preparedness. DC plans;Financial planning;Financial economics;Retirement planning;Retirement ... planning;Retirement plans 6442482470 5/1/2018 12:00:00 AM ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks