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  • Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
    Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks This report ... Findings and Issues-The Impact of the Economy on Individual Retirement Risks This report highlights findings ...

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    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Working in Retirement
    retirement. Discussion While all five factors in the table below can improve security in retirement, the greatest ... of the Project Oversight Group (continued) INDIVIDUAL EXPECTATIONS, KNOWLEDGE, INCENTIVES AND REALITIES ...

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    • Authors: Society of Actuaries
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Longevity
    for females, and 81 percent for the survivor. See table on next page.[1] • Variability around the ... longevity risk. Separate perspectives provided by individual members of the project team are provided later ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
    portions of the report were written by Ruth Helman. Individual perspectives were written by some oversight ... to step in and help her just putting food on the table and that sort of stuff. We pay his child support ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt
    portions of the report were written by Ruth Helman. Individual perspectives were written by some oversight ... those who had experienced mul- tiple shocks. As the table below demonstrates, the percentage of surveyed ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues
    portions of the report were written by Ruth Helman. Individual perspectives were written by some oversight ... not apply to all. Prices and inflation affect individual pre- and post-retirees differently depending ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Report of Findings
    2015 Risks and Process of Retirement Survey ... 3 © 2016 Society of Actuaries TABLE OF CONTENTS INTRODUCTION & METHODOLOGY ... 4 © 2016 Society of Actuaries TABLE OF FIGURES Figure 1: Concerns in Retirement ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    3 © 2016 Society of Actuaries TABLE OF CONTENTS Section 1: Executive Summary .... ... Although most focus group retirees do not experience individual shocks that devastate their finances, there are ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Financial Wellness
    2015). ■ The 2017 survey sampled views of individual pre-retirees and retirees between ages 45 and ... sponsors of financial wellness programs and on individual solutions. The 14 essays in this collection ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    may or may not reflect the experience of any individual company. The study is for informational purposes ... over-$50K-asset male, Baltimore The IRAs [individual retirement accounts] are a required minimum withdrawal ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks