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  • Overview of 2019 Research Results: 2019 Risks and Process of Retirement Survey
    about inflation and affording long-term care and health care—have repeated year after year. The order ... there is not more concern about long-term care than health care, 6 Copyright © 2020 Society ...

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    • Authors: Brian J Perlman
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Retirement Planning and Decision-Making Among Early Middle-Aged Adults
    Retirement Planning and Decision-Making Among Early Middle-Aged Adults This study provides insights ... Also included in the material is an Appendix of direct participant quotes. Materials Retirement Planning ...

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    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Defined Contribution Plans, Emergency Funds and COVID-19
    emergency funds and financial wellness. Its primary purpose is to assist retirement actuaries and ... often are either actively enrolling employees in direct deposit to savings accounts through either a ...

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    • Authors: Society of Actuaries
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Glossary of Modeling Terms
    income-support program model or a hospital for a medical care payment model or a corporation for a corporate tax ... point in time. Such models typically simulate the direct effects of policy changes, that is, the effects ...

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    • Authors: Society of Actuaries
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 2021 Retirement Risk Survey Report of Findings
    healthy pre-retiree respondents. As a result, care is needed in making comparisons with prior surveys ... chose a particular area of emphasis. Where the primary reports generally summarize all of the results ...

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    • Authors: Society of Actuaries
    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Megatrends Impacting the Future of Retirement Plans
    5: Redefining the Landscape – Health + Long-Term Care Trends......................................... ... ............................. 22 5.2 Long-Term Care Considerations.................................

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    • Authors: Society of Actuaries
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • A Report on 40 In-Depth Interviews in the US and Canada with Adult Children of Recently Deceased Parents
    ........................ 6 1.4.2 THE NEED FOR CARE ............................................... ... .......... 26 2.6.1 HOME VERSUS INSTITUTIONAL CARE ...............................................

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    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • viability-spend-safely.pdf
    suggest a retiree’s health status may not be a primary consideration for whether to adopt a version of ... emergency fund, but also a reserve for long-term care and other large unexpected shocks). They withdraw ...

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    • Authors: Steven Vernon, Wade D Pfau
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Spotlight on Retirement: Argentina
    their children to finance their retirement and care. The family structure will have an impact on how ... 8,550,000 seniors in 2030. This trend has a direct effect on the potential support relationship — ...

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    • Authors: Hernan Poblete Miranda
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Global Perspectives; Pensions & Retirement
  • 2021 Retirement Risk Survey Brief Report: The Impact of COVID-19 on Financial Stress
    ............................... 5 1.4 Changing Care Arrangements or Plans for Family Members Was Less ... While the COVID-19 pandemic may have been the direct cause of many of their concerns, previous financial ...

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    • Authors: Society of Actuaries
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement