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  • Retirement Planning Software and Post-retirement Risks: Highlights Report
    Retirement Planning Software and Post-retirement Risks: Highlights Report This is the Executive ... variation in the structure of different software. 17. Programs generally need to better address the income ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report
    Segmenting ... Middle Affluent, 55 to 64, Single Male Households 17 Middle Affluent, 65 to 74, Married Households ... ©Society of Actuaries Milliman, Inc. -17- SEGMENT #10: MIDDLE AFFLUENT, 65 TO 74, MARRIED ...

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    • Authors: Application Administrator, Brent Hamann
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
    ................................................ 17 Detailed Findings ............................ ... Reserved Mathew Greenwald & Associates Page 17 17 lifestyle they consider at least satisfactory ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Addressing the Financial Risks from Retirement Systems Seminar: Putting Retirement System Risk into Context
    New Orleans Health/Pension Spring Meeting June 15–17, 2005 Session 10 Seminar Addressing the Financial ... the Financial Risks from Retirement Systems Seminar 17 individual savings in the future, this gives ...

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    • Authors: Phyllis C Borzi, James C Hickman, Anna M Rappaport
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Retirement risks
  • Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
    Measures ... 42% 78% $ 150,000 23% 61% 84% $ 200,000 17% 69% 86% $ 250,000 14% 74% 88% Source: ... ©2013 Society of Actuaries, All Rights Reserved Page 17 these income streams are fixed and do not increase ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Living to 100 and Beyond: Implications of Longer Life Spans
    Living to 100 and Beyond: Implications of Longer Life Spans Presented at Living to 100 and ... Symposium Sponsored by the Society of Actuaries January 17-18, 2002 Lake Buena Vista, Florida Living to 100 ...

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    • Authors: Anna M Rappaport, Alan Parikh
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Perspectives on Retirement Planning and Consumption
    Perspectives on Retirement Planning and Consumption This article summarizes a roundtable discussion ... possible paradigm. THE ACTUARY OCTOBER/NOVEMBER 2007 17 Building on Ron DeStefano’s thoughts, Zvi Bodie ...

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    • Authors: Steven Siegel
    • Date: Oct 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks
  • Working and the Retirement Journey Essay Collection
    Provide Flexibility for Workers and Employers, Report-17-536, the GAO interviewed both employers and experts ... foundations; • Teachers; • Child-care workers. 17 RANK AND FILE EMPLOYEES These employees do not ...

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    • Authors: Society of Actuaries
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    ................................................ 17 6.1 RETIREMENT FINANCIAL PLANNING ............. ... ................................................ 17 6.2 UNANTICIPATED EVENTS AND EXPENSES IN RETIREMENT ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • How Long Will We Live in Retirement, and Will We Have Enough Funds?
    seven-year delay, but because it's required, about 17 percent opt to buy a deferred annuity. They have ... leave it in the plan. They can put it in a bank. But 17 percent buy a deferred annuity to achieve that deferral ...

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    • Authors: William Leslie, Beverly Orth, Anthony Webb
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Pensions & Retirement>Retirement risks