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  • More than 15 Years of Research on Post-Retirement Risk
    call for papers on the link be- tween long term care and retirement planning. • Developing a concept ... repeatedly inflation, paying for health care, and paying for long-term care. • The average American family ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2014
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession; Pensions & Retirement>Retirement risks
  • Personal Risk Manager: Driver of Resilience
    Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Dealing with Multiple Post-Retirement Risks in the Middle Market
    insurance, annuities, health insurance, long-term care insurance, investment return guaran- tees of various ... other financial consequences)? • You would not care (or care much) about the consequences? For each risk ...

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    • Authors: Chuck Yanikoski
    • Date: Feb 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Retirement Adequacy in the United States: Should We be Concerned?
    Retirement Adequacy in the United States: Should We be Concerned? An interview providing two ... other aspects, such as future health care and long- term care costs, that were considered in some studies ...

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    • Authors: Deborah Tully, Julie Curtis
    • Date: Oct 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Behavioral Economics is Important to All of Us An interview with Tom Toale
    Behavioral Economics is Important to All of Us An interview with Tom Toale Tom Toale discusses the ... annuity—fixed payments for the lives of the primary annuitant and spouse. We’ll limit ourselves to ...

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    • Authors: Society of Actuaries
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007
    wealth with approximately 4500 households or “primary economic units,” (PEUs), about three-fourths of ... in 2004. Because the SCF asks only about the primary use of funds, we cannot be certain that all dollars ...

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    • Authors: John R Gist, Carlos Figueiredo
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks