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“Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees
“Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees ... report buying (or expecting to buy) an annuity or choosing an annuity option from an employer plan. There ...- Authors: Cynthia Levering
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Don't Forget the Role of Families in Lifetime Security
are age 50+ and analysis covers 1998 to 2010. Table 1 shows the percentage of households making transfers ... Role of Families in Lifetime Financial Security Table 1 Intrafamily Cash Transfers by Older American ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Financial Life Planning at Work
Financial Life Planning at Work Employers who offer financial wellness programs that help younger ... edu/dspace/handle/2097/18412. 8 Cliff A. Robb and Ann S. Woodyard, “Financial Knowledge and Best Practice ...- Authors: CYNTHIA RITA MEYERS, Scott Spann
- Date: May 2018
- Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Ripe for Retirement: How and When Will People Retire in the Future?
Ripe for Retirement: How and When Will People Retire in the Future? This article focuses on retirement ... retirement was a topic for a major study by the U.S. Department of Labor’s ERISA Advisory Council ...- Authors: Anna M Rappaport
- Date: Jul 2015
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Retirement risks; Public Policy