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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, ... These strategies typically involve modifying a plan’s investment strategy to remove a significant portion ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Understanding and Managing Post Retirement Risks reports
Understanding and Managing Post Retirement Risks reports A flyer that provides an overview ... overview of a report series that summarizes the SOA's work on Post-Retirement Risks. Retirement risk, Retirement ...- Authors: Society of Actuaries
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Committee on Post- Retirement Needs and Risks 2019 Call for Essays: Products, Tools, and Strategies that Address Retirement Risks
one can spend in retirement, how much lifetime (annuity) income is needed, and how one should allocate ... conventional methods. • Robert C. Merton, Arun S. Muralidhar and Paula H. Hogan, “SeLFIES: A-New(-ity) ...- Authors: Andrea Sellars, John Cutler
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Technology & Applications; Pensions & Retirement>Post retirement risks
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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
from the older generations to the younger while it’s the opposite for Asian and Hispanic Americans. A notable ... doesn’t mean they have everything under control. *Here’s the link to Jamal Rashid Watkins’ testimony: ACHIEVING ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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55th ARC Session: Findings from the 2019 Retirement Risks Survey
Conducted online • Includes all income levels • U.S. only 5 Aging and Retirement Retirement Risks and ... ing home • Through early July, more than 90% of U.S. COVID‐19 deaths are over age 55 • Increased iso ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Session 088: Financial Perspectives on Aging and Retirement Across the Generations
Session ... follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... ni al s G en X La te B oo m er s Ea rly B oo m er s Si le nt M ill en ni al s G en ...- Authors: Carol Bogosian, Mathew Greenwald
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
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Viability of the Spend Safely in Retirement Strategy
Viability of the Spend Safely in Retirement Strategy This project explores various design ... Spend Safely in Retirement Strategy Thank You The SOA’s Committee on Post-Retirement Needs and Risks would ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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Planning for Personal Long-Term Care Risk
Current Population Survey (CPS) conducted by the U.S. Census Bureau. From 2012 on, researchers conducted ... who were receiving long-term care. The following table shows the full names of these three “Later in Retirement” ...- Authors: Mathew Greenwald & Associates
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Post retirement risks
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Overview of 2019 Research Results: 2019 Risks and Process of Retirement Survey
Very few in either group expect to use a payout annuity or reverse mortgage/home equity loan. See Figure ... questions that comes up is whether the results from 2019’s research are a good indicator of what we can expect ...- Authors: Brian J Perlman
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks