Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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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- ...

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    • 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
  • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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- ...

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    • 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
  • Book Review: Social Security - Today And Tomorrow by Robert M. Ball
    Book Review: Social Security - Today And Tomorrow by Robert M. Ball A review of a book by a former ... are tabulated by age, sex, and benefit amount. A table of theo- retical replacement rates assuming the ...

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    • Authors: Robert J Myers
    • Date: Oct 1978
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Public Policy; Social Insurance>Social Security
  • Interviews with Anna Rappaport and Tim Driver
    flexibility in the program and the need for individual approvals. When Congress enacted the legislation ... secondary to employer- sponsored cover- age when an individual has coverage under an employer plan as an active ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference
    Financial Decision Making and Aging: Observations About the 2016 Pension Research Council ... One type of fraud prevention is training the individual to rec‑ ognize “red flags” to help avoid fraudulent ...

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    • Authors: Monica Dragut
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Perspectives from Anna: Retirement Advice and the Employer
    Perspectives from Anna: Retirement Advice and the Employer Offers some perspectives ... claiming alternatives. That tool focuses on the individual rather than the household, but it offers considerable ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Private sector plans; Public Policy
  • Ripe for Retirement: How and When Will People Retire in the Future?
    Ripe for Retirement: How and When Will People Retire in the Future? This article focuses on retirement ... also very important. I believe that every individual has an internal set of values that defines ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2015
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Public Policy