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Retirement Risk Survey
This is the report on the findings of the January 2002 retirement risk survey. The purpose of the study ... American's awareness of possible financial risks and how this awareness impacts the management of their finances ...- Authors: Mathew Greenwald
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Risk management
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Financial Fragility Across the Generations
Financial Fragility Across the Generations This report develops a financial fragility index to determine ... Americans are and also to explore characteristics of the financially fragile. 2/19/2019 12:00:00 AM ...- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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2005 Risks and Process of Retirement Survey
2005 Risks and Process of Retirement Survey This report presents the results of a 2005 telephone study ... ages 45 to 80. The purpose of the study was to evaluate Americans' awareness of potential financial ...- Authors: Application Administrator, Mathew Greenwald
- Date: Mar 2006
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
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Planning For Future State: Forces for Change in Retirement Security Part II
This presentation is Part II of a two part series arranged by the Society of Actuaries Futurism Section ... Section. Part I discussed the demographic changes, business restructurings, changing social values, and changing ...- Authors: Paul A Gewirtz, Robert W Ryan, Patricia Scahill, Edith Weiner, Mathew Greenwald, Carolyn Grillo
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Demography>Gender factors; Pensions & Retirement>Plan design
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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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Variable Life - Product and Distribution Issues
This session from the 2003 SOA Washington D.C. Meeting discusses an overview of the life insurance market ... and the variable life market, focusing on product and distribution issues. From the Record of the Society ...- Authors: Nancy Kenneally, Tom Kalmbach, Mathew Greenwald
- Date: May 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Financial Risk Concerns and Management Across Generations
Financial Risk Concerns and Management Across Generations A highlight report on financial ... stemming from a study on the financial perspectives of aging and retirement of Americans across five generations ...- Authors: Mathew Greenwald
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues - Process of Planning and Personal Risk Management
Process of Planning and Personal Risk Management This report highlights the findings of the 2009 survey ... issues in the survey specifically as they relate to personal risk management strategies and the process ...- Authors: Society of Actuaries, Mathew Greenwald
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues - Personal Risk management
This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those ... financial well-being comprise their personal management of retirement risk. Such measures include, but are not ...- Authors: Mathew Greenwald
- Date: Jun 2014
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Posted Questionnaire and Results
and Results The posted questionnaire and results from the study on financial perspectives of aging and ... and retirement of Americans across five generations. Retirement risks;Retirement;Retirement planning 6442484633 ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018