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Aging and Retirement Consumer Focused Material
better understanding retirement tools. Long-Term Care and Caregiving The following essays and reports ... personal perspectives and thoughts on long-term care and caregiving, which can have a dramatic impact ...- Authors: Society of Actuaries
- Date: Feb 2021
- Topics: Pensions & Retirement
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Individual Retirement Account Competition
through April 15th of next year. The thrust of our direct marketing efforts to date has been in the area ... Scudder Fund Distributors, to the purchaser with no direct fees or charges to the purchaser. All shareholders ...- Authors: Gregory J Carney, Steve Cooperstein, Deborah C Foord, Howard H Kayton, Gordon H Leavitt, Martin Ruby, Alan C Snyder, Forrest Allen Spooner, S Jeffrey Baxter
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Pensions & Retirement
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2021 Retirement Risk Survey Brief - Identifying Retirement Risks and Trends
Managing Post-Retirement Risks, identifies three primary categories of retirement risks to consider in ... Status Public Policy Changes Significant Health Care Needs Unforeseen Needs of Family Members Bad ...- Authors: Society of Actuaries
- Date: Oct 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Retirement Section News, August 2020, Issue 104
coverage to Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century Solution: ... medical coverage (retiree medical) and long-term care (LTC) costs—regardless of residential or custodial ...- Authors: Society of Actuaries
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Defined Benefit Risk - Phase 2: Expert Inverviews
Topic Comments Risk Perspective The bank’s primary financial risks include liquidity and credit. We ... in their eyes. Additionally, there is a lack of direct accountability based on our fragmented governance ...- Authors: David Pitts
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans
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Understanding the Impact of Low Interest Rate Environment on Retirement Security in the United States
retirement security of Americans profoundly through direct impacts on investment returns and through impacts ... by income group. Interest rates do not play a direct role in the calculation of Social Security benefits ...- Authors: Yimeng Yin, Donald Boyd
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Digest of Discussion at Concurrent Sessions
to attempt to estimate optimum sizes of its two primary sources of earnings--net worth and premium revenue ... produce desired profit margins and will have a direct im- pact on GAAP earnings. 2. Changes ih the ...- Authors: George Alexander, John C Antliff, Robert M Astley, Paul M Bailey, Barry L Blazer, Bob J Bolin, Application Administrator, Joseph R Brzezinski, Daniel Case, Stanley R Freilich, Norman E Hill, Richard Humphrys, Michael B Hutchison, James D Lamb, John Pennisten, Thomas K Pennington, Joe B Pharr, Anna M Rappaport, Richard S Raskin, Frank D Repp, Walter Rugland, C David Silletto, Maurice O Simmons, Robert C Tookey, David A Wright, Martin L Zeffert, Charles Barry H. Watson, Jack M Elkin, Richard B Sieben
- Date: Jan 1974
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Competencies; Life Insurance; Pensions & Retirement
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Databases Useful for Retirement Analysis
1977 National Medicare Care Expenditures Survey (NMCES); 1980 National Medical Care Utilization and Expenditures ... 1977 National Medicare Care Expenditures Survey (NMCES); 1980 National Medical Care Utilization and Expenditures ...- Authors: Society of Actuaries
- Date: Apr 2000
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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55th ARC Session: Findings from the 2019 Retirement Risks Survey
a long stay in a nursing home or a long period of nursing care at home The value of your savings and investm ... You might not have enough money to pay for adequate health care 48% 57% 65% 77% 73% 65% 59% 53% 53% 44% ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Primer on Retirement Income Strategy Design and Evaluation
................................... 39 4.3.2 Primary Metric for an Income Floor Objective ......... ... .................................. 40 4.3.3. Primary Metrics for an Income Target Objective .......- Authors: William Lim, Adam Butt, Geoff Warren, William Lim
- Date: Jan 2023
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement