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Retirement Planning Software and Post-retirement Risks: Executive Summary
Retirement Planning Software and Post-retirement Risks: Executive Summary This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial ...- Authors: Hazel Witte, John A Turner
- Date: Dec 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report
Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report The objective of the Phase I research effort was to further the Committee’s work by ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Retirement Planning Software
Retirement Planning Software This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend ...- Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
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Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006
Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006 This report provides key findings from the 2005 Risks and Process of ...- Authors: Society of Actuaries
- Date: Aug 2006
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
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Post-Retirement Experiences of Individuals 85+ Years Old
Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...- Authors: Brian J Perlman
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report
Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth ...- Authors: Application Administrator, Brent Hamann
- Date: Apr 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement Retirement planning;Retirement Income;Financial planning 6442471391 10/7/2016 ...- Authors: Mathew Greenwald & Associates
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B
Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B The objective of the Phase I research effort was to further the Committee’s work by ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Spending and Investing in Retirement - Is There a Strategy?
Spending and Investing in Retirement - Is There a Strategy? This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on ...- Authors: Eric Sondergeld, Mathew Greenwald, Sally Bryck
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Retirement Probability AnalyzerSoftware Released - Wall Street Journal Article Touts its Merits
Retirement Probability AnalyzerSoftware Released - Wall Street Journal Article Touts its Merits This article introduces the Retirement Probability Analyzer Software. From Pension Section News, ...- Authors: Emily Kessler
- Date: Jan 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks