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

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  • Working Longer to Improve Security: Workplace Issues
    years, assets have a longer time to grow and the individual has a longer period to be covered by applicable ... benefit. Most require supervisor approval for the individual to participate, as does the federal phased retirement ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: May 2018
    • Competency: Leadership>Change management; Leadership>Thought leadership
    • Topics: Pensions & Retirement>Plan design
  • Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work
    a Retirement and Life Planning Educator • An Individual Perspective • Panel Discussion • Questions ... preparation educational program ▪ Actions the individual can take to mitigate a GAP ▪ Formulating a ...

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    • Authors: Carol Bogosian, Tim Driver, Sally Hass, Anna M Rappaport, Richard Johnson
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Social Insurance; Social Insurance>Social Security; Pensions & Retirement>Post retirement risks
  • Working Longer to Improve Security: Improving Public Policy
    flexibility in the program and the need for individual approvals. When Congress enacted the legislation ... secondary to employer- sponsored coverage when an individual has coverage under an employer plan as an active ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Public Policy