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

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  • Perspectives from Anna: Retirement Advice and the Employer
    Anna: Retirement Advice and the Employer Offers some perspectives on retirement advice and the employer ... employer after the April, 2016 Department of Labor new fiduciary rules. Builds on SOA research project from ...

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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?
    for Retirement: How and When Will People Retire in the Future? This article focuses on retirement decisions ... decisions, phased retirement and related policy issues, calling for actuaries to take on leadership roles ...

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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
  • Committee on Post Retirement Needs and Risks
    Committee on Post Retirement Needs and Risks Article discusses how middle class Americans are doing ... saving for retirement, sources of incomes and results of the Survey of Consumer Finances. Retirement income;pension ...

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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
  • Thinking about Spending in Retirement: Findings from SOA and EBRI Research
    about Spending in Retirement: Findings from SOA and EBRI Research Provides an overview of several EBRI studies ... studies on spending by older Americans and brings together with Society of Actuaries research on shocks ...

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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
  • Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium
    Insights on Fintech, Robo Advice and the 2018 Pension Research Council Symposium Interview highlighting ... down of pension assets, fraud, and decision making. Retirement Income;Fraud;Fiduciary;Retirement adv ...

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    • Authors: Gary Mottola
    • Date: Oct 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Book Review: Social Security - Today And Tomorrow by Robert M. Ball
    review of a book by a former Commissioner of Social Security, in which he shares his thoughts on what Social ... Security is, the new law, the financing, the benefits, the types of employment covered, the benefit amounts ...

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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
  • Behavioral Economics is Important to All of Us An interview with Tom Toale
    Important to All of Us An interview with Tom Toale Tom Toale discusses the importance of behavioral economics ... economics Retirement income;pension benefits;behavioral economics 6442464087 9/1/2015 12:00:00 AM ...

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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
  • Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference
    Observations About the 2016 Pension Research Council Conference Discusses a wide range of issues related ... Includes discussion of cognitive decline, fraud and poor decisions. Brings in role of technology and tools ...

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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
  • Working Longer to Improve Retirement Security: Improving Public Policy
    Longer to Improve Retirement Security: Improving Public Policy Phased retirement and longer work are ... variety of public changes to improve opportunities and options. Retirement policy;Rehire of retirees;Defined ...

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    • Authors: Anna M Rappaport, Tim Driver
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Interviews with Anna Rappaport and Tim Driver
    Interviews with Anna Rappaport and Tim Driver An Interview with John Cutler and An Enhanced Social ... Annuity Retirement ages;Phased retirement;Retirement policy;Defined benefit plans;Rehire of retirees ...

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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