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An Exploration of Lifecycle Finance
derisking strategies within defined contribution and individual retirement accounts. The economic theory behind ... during retirement. Similar to pension plans, each individual has his or her own idiosyncratic needs, wants ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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A View from the SOA's Staff Fellow for Retirement
investment. Other essays focus on the individual: for example, the individual as risk manager and managing procrastination ... blue-collar concentration in the aggregate RP-2014 table may be different from blue-collar concentration ...- Authors: Andrew Peterson
- Date: Jun 2017
- Competency: Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
system? BH: We have a challenge in the U.S. as an individual’s retirement relies heavily on their ability ... working. Multiple potential obstacles can derail an individual’s efforts to accumulate retirement savings. For ...- Authors: Patrick Ring
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
funds under their employers’ retirement plans and Individual Retirement Accounts (IRA) including IRA rollovers ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Reboot, Rewire or Retire: Next Steps after Full-Time Work, Part 1
personal perspective. Often rebooting means the individual is scaling down somewhat and choosing some form ... personal point of view. Part II will cover the individual perspective. This issue can be framed in different ...- Authors: Anna M Rappaport
- Date: Apr 2020
- Competency: Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Demography>Population data; Pensions & Retirement>Retirement risks
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Megatrends Impacting the Future of Retirement Plans
Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Esther W Peterson
- Date: Oct 2023
- Competency: Leadership; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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A Framework for Multilayered Post-Retirement Financial Planning
Planning Strategy: Critical Assessments of Individual Needs and Available Resources Joonghee Huh ... tailoring to recognize various factors involving individual circumstances. Given the idiosyncratic nature ...- Authors: Joonghee Huh
- Date: Apr 2017
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Retirement risks
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A Conversation on Dementia and Cognitive Decline
....................................... 17 Individual Stories..................................... ... cognitive decline, the picture grows less rosy. The individual, family and other loved ones must adjust to new ...- Authors: Anna M Rappaport
- Date: Dec 2018
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement>Retirement risks
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Diverse Risks and Considerations in Retirement
Diverse Risks and Considerations in Retirement The article presents a retiree's perspective ... distribute a required percentage (per the IRS life table) starting generally in the year I attain age 70 ...- Authors: Zenaida Samaniego
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks