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Thinking Ahead: A Guide for Keeping Your Money Safe as You Age
Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in ... one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on personal ...- Authors: Steven Vernon, Anna M Rappaport
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Health & Disability; Long-term Care; Pensions & Retirement
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retirement-planning-middle-aged-adults
sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning ... planning of 35- to 45-year-olds through a series of focus groups. The motivation for this effort was to ...- Date: May 2024
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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2022-retirement-risks-pand
The pandemic and other current events have greatly impacted the risks that individuals face during retirement ... topic as the results of the Society Actuaries 2021 Retirement Risk Survey are presented. Discover the findings ...- Authors: Brian J Perlman, Anna M Rappaport
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Long-term Care; Pensions & Retirement; Social Insurance
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Investment and Retirement Advice – A Guide for Employers
Investment and Retirement Advice – A Guide for Employers The Society of Actuaries’ Committee on Post-Retirement ... for a company retirement plan. The guide includes information about the nature and timing of decisions, ...- Authors: Linda Koco
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Uncle Joes Plan to Retire
Uncle Joes Plan to Retire This is a short story on the retirement income calculator. Assumptions;Financial ... short story on the retirement income calculator. Assumptions;Financial planning;Retirement planning; ...- Authors: William Leslie
- Date: Feb 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Financial economics; Finance & Investments; Modeling & Statistical Methods>Simulation; Pensions & Retirement; Technology & Applications>Software
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2023-investment-practices-in-global-retirement-systems
discussion on establishing a public retirement plan investment strategy. Expect to cover the typical evolution ... evolution of investment policies from 100% government bonds supporting government borrowing, diversification ...- Date: Mar 2023
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Managing “Black Swan” Stock Market Risks in Retirement
Swan” Stock Market Risks in Retirement In light of the increased frequency of the Black Swan stock market ... plan for retirement and try to manage the risks involved once retired? Specifically, how much of their retirement ...- Authors: Kenneth Steiner
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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pension-de-risking
In this webcast, we will overview the recent trends in the pension landscapes, as well as discuss investment ... conditions. Learn more about the challenges that investors face now, as well as in the past. If you're ready ...- Authors: Timothy Boomer, Caroline Grandoit, Hugo Robert, Michael Hall
- Date: Feb 2023
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Economics; Finance & Investments; Pensions & Retirement
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2021-esg-views
The SOA Investment Section is holding a three-part Environmental, Social & Governance (ESG) Investment ... Series in September and October, which will cover the challenges and implementation. This series is suited ...- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Finance & Investments; General Insurance (Property & Casualty); Global Perspectives; Pensions & Retirement; Environment
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2023-investment-pract-global
Investing for retirement in other countries is different from investing for retirement in the U.S. and Canada ... markets are smaller and less liquid. National retirement systems may be established in part to support ...- Authors: R Inglis, Nilesh Patel
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement