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View from the staff fellow
a bittersweet change as I will move on from my primary focus of working with retirement/pension actuaries ... the SOA members, in my SOA staff role. While my direct focus with retirement actuaries will be stop- ping ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Focusing on Measuring Benefits Adequacy: New insights for actuaries
investment, inflation, life, health, and long-term care risks, with distributional assumptions for each ... standard of living, buying an annuity, buying long-term care insurance, delayed and early retirement, and the ...- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: May 2013
- Competency: Professional Values>Public interest representation
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Public Policy
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Thinking about Spending in Retirement: Findings from SOA and EBRI Research
consistently have shown “re‑ ducing spending” as the primary risk management strategy. The 2015 focus groups ... Retirement. Additional research focuses on Health Care Spending and Utili- zation: Issue Brief 411, February ...- Authors: Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
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Retirement Section News, Issue 96,October 2018
a bittersweet change as I will move on from my primary focus of working with retirement/pension actuaries ... the SOA members, in my SOA staff role. While my direct focus with retirement actuaries will be stop- ping ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Pensions During the Crisis: Impact on Retirement-Income Systems and Policy Responses
Principles of Actuarial Science and the New Health Care Reform Law By Mark Litow 15 Cape Town 2010 By ... the economic crisis on labor markets is of no direct significance to them. Most are also protected ...- Authors: Anna D'Addio, Edward Whitehouse
- Date: Jul 2010
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: In The Public Interest
- Topics: Global Perspectives; Pensions & Retirement>Funding; Public Policy
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The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
family), other formal social programs (e.g., health care, housing), and other individual assets (e.g., ... standardized set of provisions is needed, where the primary decision is to be in the plan (the default option) ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Affordable Retirement Income Through Savings and Annuities
firm to the investment manager as an incentive to direct trading must be credited to the investment fund ... for keeping pace with inflation. TIPS are the primary investment that can achieve this goal with certainty ...- Authors: Donald Fuerst
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
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Decumulation for a New Generation
“rule of thumb” business, advising retirees to direct some portion of their assets to an annuity rather ... four‑bedroom family home. (What about medical care and long‑term care? I’m hoping someone else figures that ...- Authors: Elizabeth Bauer
- Date: Sep 2016
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Public Policy
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Changes at the Social Security Administration
Discusses the recent firing of the Social Security Commissioner and the president's legal ... Democrats passed in March, which included $1,400 direct payments to individuals. Lawmakers have said Mr ...
- Authors: Bruce Schobel
- Date: Nov 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Public Policy; Public Policy
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What is Required to Improve Retirement Income Security?
purchase of deferred annuity segments as the primary funding vehicle for defined benefit plans. In ... Defined Contribution Plans.” In the case of health care, see the fol- lowing note. While I have no doubt ...- Authors: Paul Donahue
- Date: Sep 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy