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Megatrends Impacting the Future of Retirement Plans
Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute ... published in April 2023 on Megatrends Impacting the Future of Retirement Plans. megatrends, retirement By ...- Authors: Esther W Peterson
- Date: Oct 2023
- Competency: Leadership; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums ... planning information and the signals it provides. It focuses on the issue of communicating lump sum versus ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums ... Sums The is the abstract for a paper that discusses retirement planning information and the signals it ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age?
institutional influences, and social standards. The paper then attempts to create a decision-making framework ... framework in which to accommodate this range of influences. From Retirement Needs Framework, M-RS00-1 ...- Authors: Linda Brothers
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Process of Retirement - Key Findings and Issues
Process of Retirement - Key Findings and Issues As the retirement system has shifted to a greater focus ... grown in importance. This report covers the study of the process of retirement. Phased retirement;Retirement ...- Authors: Society of Actuaries
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Personal Risk Manager: Driver of Resilience
Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual ... individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Spending and Investing in Retirement - Is There a Strategy?
report presents the results of six focus groups with retirees who have at least $100,000 of investable assets ... sufficient amounts of annuitized income from Social Security and defined benefit plans to meet all of their expenses ...- Authors: Eric Sondergeld, Mathew Greenwald, Sally Bryck
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Housing in Retirement Round Table Transcript
Housing in Retirement Round Table Transcript Transcript of a round table discussion on Housing in ... in Retirement Round Table Transcript Transcript of a round table discussion on Housing in Retirement ...- Authors: Society of Actuaries, Anna M Rappaport
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - Issues for Baby Boom Retirement
Issues for Baby Boom Retirement This paper examines the social structures that are determining retirement ... and what can be done for these women to reflect the shift from shared responsibility to individual responsibility ...- Authors: Kelly O'Brien, Nancy Dailey
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Demography>Gender factors; Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Signals, Retirement Options, Phased Retirement and Retirement Decisions
Presented at the 2008 Retirement 20/20 Conference Defining the Characteristics of the 21st Century Retirement System ... Copyright 2009 by the Society of Actuaries. All rights reserved by the Society of Actuaries. Permis ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks