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  • Decumulation for a New Generation
    annuities—products that are unthinkable in the U.S. individual retirement market. I’m hoping to learn more ... MWR was 0.80, for a 65‑year‑ old female in an annuitant population, the equivalent ratio in Australia ...

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    • Authors: Elizabeth Bauer
    • Date: Sep 2016
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Public Policy
  • 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
  • Pension Reform in China
    these benefits plus the transition benefits (see Table 2 on page 13) generally start at a rate of 13% of ... pools. Individual Account Benefits Individual account benefits are based on mandatory individual account ...

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    • Authors: Yves Guerard, Shu-Yen Liu, Bruce Moore
    • Date: Feb 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Demography; Public Policy; Public Policy; Social Insurance>Social Security
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    pshot/2018-01.pdf. 7 Immediate Annuities, “Table 5. Single Life Annuities,” Annuity Shopper Buyer’s ... Accounts: Second Quarter 2017 (Sept. 21, 2017): table L.117, https://www.federalreserve.gov/releases/z1/20170921/z1 ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • An SOA Project on Communicating the Financial Health of Public Pension Plans
    IN THE PUBLIC INTEREST | JULY 2015 If a table like the table on Page 7 was featured in all reviews ... influences. It il- lustrates its discussion with a table, reproduced below, with information drawn from ...

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    • Authors: George (Sandy) Mackenzie
    • Date: Jul 2015
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: In The Public Interest
    • Topics: Public Policy
  • 2015 National Academy of Social Insurance Roundtable: The Link between Retirement Security and Long-Term Care
    American Academy of Actuaries, hosted a round- table on recent work of the SOA and Academy on Jan. 28 ... risks, including the possibility of that an individual would need LTC, is acritical part of retirement ...

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    • Authors: John Cutler
    • Date: Apr 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Health & Disability>Public financing - Health & Disability; Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care; Modeling & Statistical Methods>Dynamic simulation models; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy; Public Policy; Social Insurance>Medicaid; Social Insurance>Medicare
  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
    others when plans are closed or frozen. At the individual level, workers are often being asked to make ... matches some portion of employee contributions. The individual decides how much to save and how to invest the ...

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    • Authors: Rowland Davis
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Retirement Adequacy in the United States: Should We be Concerned?
    available to the layperson that can help an individual, or even a policymaker, develop an informed ... the circum- stances surrounding a particular individual, the results of this study could reveal some ...

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    • Authors: Deborah Tully, Julie Curtis
    • Date: Oct 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; 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