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Behavioral Economics is Important to All of Us An interview with Tom Toale
holds that invested labor further increases our valuation of that thing. This may be a fac- tor in why ... annuity—fixed payments for the lives of the primary annuitant and spouse. We’ll limit ourselves to two is- ...- Authors: Society of Actuaries
- Date: Sep 2015
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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Thinking about Spending in Retirement: Findings from SOA and EBRI Research
what they had spent just before retirement. Table 1 Mean and Median Household Spending in 2011 Adjusted ... increased with number of shocks experienced. Table 2 The Impact of Multiple Shock Events in Retirement ...- Authors: Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
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Enhanced Annuities: Caring For At-Retirement Needs
insurance and financial products that reflect their individual risks. This market profile differs notably from ... holders were required by law to annuitize their individual de- fined contribution (DC) pension pots. Life ...- Authors: Mick James
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Reinsurance News
- Topics: Actuarial Profession>Professional development; Annuities>Individual annuities; Annuities>Product development - Annuities; Pensions & Retirement>Retirement risks
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Don't Forget the Role of Families in Lifetime Security
are age 50+ and analysis covers 1998 to 2010. Table 1 shows the percentage of households making transfers ... Role of Families in Lifetime Financial Security Table 1 Intrafamily Cash Transfers by Older American ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Management of Post-retirement Finances for Age 85+
also be a source of help. • It is up to the individual to designate which family members or others ... the designated persons to take over when the individual is unable to continue. Caution is needed as ...- Authors: Sally Hass, Anna M Rappaport
- Date: Feb 2017
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Interview with Sudipto Banerjee
EBRI, we do a lot of research using our own individual retirement account (IRA) and 401(k) databases ... thing is to have an individual plan based on the needs and desires of the individual household. The Sudipto ...- Authors: SUDIPTO BANERJEE
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
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Changing the Retirement Advice Conversation
achieving professional grade objectivity for individual retirement accounts may require more than regulators ... how mortality pooling works. Many who advise individual investors see themselves as following fiduciary ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Committee on Post Retirement Needs and Risks
focus on how much damage a single unethical individual could do if well-organized enough. The regulation ... looked at this issue from the perspective of the individual. That paper, “Ac- counting and Actuarial Smooth- ...- Authors: Anna M Rappaport
- Date: Sep 2015
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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Practical Issues in Financial and Life Management
they are used, are in place. It is assumed the individual has an attorney, and worked with an attorney ... Some possible triggers for transfer include an individual being unable to maintain and balance their checkbook ...- Authors: Anna M Rappaport, Sally Hass
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
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Retirement is about More than Money
Retirement is about More than Money This interview provides information on Retirement Health ... classification. What is the current state of individual financial wellness? We believe people experience ...- Authors: Gregory A Ward
- Date: Sep 2017
- Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks