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  • Research Paper Review: “Measuring Consumer Valuation of Limited Provider Networks”
    Research Paper Review: “Measuring Consumer Valuation of Limited Provider Networks” The Behavioral Finance ...

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    • Authors: Brian Plaskow, John Kinney, Sarah Hoover
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Health Watch
    • Topics: Economics>Behavioral economics; Health & Disability>Health insurance
  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique ... financially "well" is unique to an individual. Following a hierarchy of needs is key, along ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The Sustainability of the New American Entitlement: Actuarial Values and the ACA
    The Sustainability of the New American Entitlement: Actuarial Values and the ACA The ... article discusses the sustainability of the ACA individual market from a public entitlement standpoint.

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    • Authors: Gregory Fann
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Change management; Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: In The Public Interest
    • Topics: Economics>Behavioral economics; Economics>Financial markets; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability
  • Diverse Risks 2016 Call for Essays
    and opinions expressed herein are those of the individual authors and are not necessarily those of the ... balances no matter how long someone lives. Each table represents a combination of a portfolio approach ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
     such as the income equivalent of the  balance in an individual retirement account (IRA). These situations are beyond  ...   to them.  • Annuity purchase can be on an individual basis or a plan sponsor can  arrange for group purchase ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Defaults for Distribution of Retirement Assets: What are the Issues?
    olled over into a  tax protected account (an Individual Retirement Account in the United States).     ... benefits for spouse  • Mandate rollover into individual retirement plan, such as IRA in the  United States  ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Plan design
  • EXPERIMENTAL ANALYSIS OF RETIREMENT
     experiment. This practice,  termed “induced valuation” by Smith (1976), ensures that the incentives assumed in the  ...  there are two sequences of income, one when individual  works and another when she is retired.     ...

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    • Authors: Francisco Lagos, Juan Antonio Lacomba, Enrique Fatas, Ana Moro
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Global Perspectives; Pensions & Retirement>Plan design
  • Review: “Health Insurance for ‘Humans’: Information Friction
    NOVEMBER 2016 HEALTH WATCH | 29 expenses each individual and family would incur in the enroll- ment year ... distribution of costs to mitigate risks unique to individual attributes, especially those risks with long ...

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    • Authors: Christopher Coulter, Kathleen Dobrzynski, Tyler Engel, Dorothy Andrews
    • Date: Nov 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Health Watch
    • Topics: Economics>Behavioral economics; Economics>Health economics; Health & Disability>Health care
  • An Enhanced Social Security Benefit
    They can add to it or not as time goes by. Individual retirement accounts and 401(k) plans can be ... An Enhanced Social Security Annuity Appendix Table 1 illustrates a pretty devastating picture of what ...

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    • Authors: John Cutler
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
  • A Portfolio Approach to Retirement Income Security
    planner who can help them with these decisions. Table 1 shows how various RIGs meet common retirement ... their unique goals and circumstances. Note that Table 1 is intended to illustrate broad concepts about ...

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    • Authors: Steven Vernon
    • Date: May 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans