Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Post Retirement Experiences of Individuals over 85 Years Old
    ............................. 81 APPENDIX A: TABLE OF CHARTS ..................................... ... morbidity may be as or more important than mortality in determining risk. Many in this generation ...

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    • Authors: Society of Actuaries, Brian J Perlman
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement Survey
    2017 Risks and Process of Retirement Survey The Society of Actuaries’ Post Retirement Needs ... Process of Retirement Survey Podcast Thank You The SOA’s Committee on Post Retirement Needs and Risks would ...

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    • Authors: Society of Actuaries
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
    the economy on individual Retirement Risks > > s ep t. 2 01 2 introduction and Background ... the most recent round of stock market volatility, U.S. debt downgrade and numerous federal interest rate ...

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    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • research-2014-retire-survey-findings
    Roughly one-third each report buying an annuity or choosing an annuity option from an employer plan. Pre-retirees ... retirement benefits. They are adding to the rolls of U.S. seniors at the rate of 10,000 daily—over 3.5 million ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Housing in Retirement
    because the Pew data should be representative of the U.S. population. The same study also showed that among ... the long term. ■■ Housing in Retirement Round Table—September 2010— This provides a transcript of an ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Financial Wellness
    industry and the business community generally. The U.S. Consumer Financial Protection Bureau (CFPB) has ... Social Security, defined benefit pensions and annuity income. The choice of x% and y% probabilities ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    Canadian populations on a variety of issues, such as mortality and morbidity, financial well-being, income ... Pension Plan (CPP) and old-age benefits are like U.S. Social Security benefits. Old-age pension is ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Report of Findings
    2015 Risks and Process of Retirement Survey ... 3 © 2016 Society of Actuaries TABLE OF CONTENTS INTRODUCTION & METHODOLOGY ... 4 © 2016 Society of Actuaries TABLE OF FIGURES Figure 1: Concerns 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