Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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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 ...

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    • 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
  • 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 ...

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    • 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