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Excel Tool for “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”
Excel Tool for “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks” Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: ...- Authors: Max Rudolph
- Date: Jun 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Overview of 2019 Research Results: 2019 Risks and Process of Retirement Survey
Overview of 2019 Research Results: 2019 Risks and Process of Retirement Survey This report provides an overview of selected key results from the 2019 Risks and Process of Retirement Survey.- Authors: Brian J Perlman
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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55th ARC Session: Findings from the 2019 Retirement Risks Survey
55th ARC Session: Findings from the 2019 Retirement Risks Survey Presentation provided at the 55th Actuarial Research Conference Session on Retirement Risks: Pre and Post-COVID-19 - Findings from ...- 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 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work
Session 193: Reboot, Rewire, or Retire: Important Decisions about Next Steps After Full Time Work The prospects of longer retirement durations driven by the continued improvement in mortality, ...- Authors: Carol Bogosian, Tim Driver, Sally Hass, Anna M Rappaport, Richard Johnson
- Date: Mar 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Social Insurance; Social Insurance>Social Security; Pensions & Retirement>Post retirement risks
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Understanding & Managing Post-Retirement Risks Fast Facts
Understanding & Managing Post-Retirement Risks Fast Facts Fact sheet about the report series highlighting SOA research on post-retirement risks. retirement risk, retirement planning, ...- Authors: Society of Actuaries
- Date: Jan 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing, and monitoring Liability Driven Investing (LDI) strategies for plan sponsors. These ...- 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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Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues.- 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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Session 088: Financial Perspectives on Aging and Retirement Across the Generations
Session 088: Financial Perspectives on Aging and Retirement Across the Generations Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your ...- 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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Session 047: Family Structure, Roles and Dynamics Linked to Retirement Security
Session 047: Family Structure, Roles and Dynamics Linked to Retirement Security In the past three years, the Society of Actuaries (SOA) compiled essay collections to address retirement issues.- Date: Jan 2020
- Competency: External Forces & Industry Knowledge
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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The Realities of Retirement: 2019 Risks and Process of Retirement Survey
The Realities of Retirement: 2019 Risks and Process of Retirement Survey As part of the 2019 Risks and Process or Retirement Survey, this report provides an overview of selected results, focusing ...- Authors: Brian J Perlman
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks