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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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CRITs: An Alternative Retirement Income Approach
CRITs: An Alternative Retirement Income Approach Defined benefit plans have been disappearing from the private sector retirement program landscape. 401k Plans that have taken their place are not ...- Authors: Mark Shemtob
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg The article is an interview with Barbara Hogg who summarizes the results of a survey of Americans about their awareness of ...- Authors: Patrick Ring
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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The Happiness Hedge
The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a ...- Authors: Douglas Robbins
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; 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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Did COVID-19 Change Retirement Risks?
Did COVID-19 Change Retirement Risks? This article shows how COVID-19 affected retirement risks, and how retirement planning was impacted by COVID-19. It ties together COVID-19 and its economic ...- Authors: Anna M Rappaport
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Health & Disability>Health risks; Pensions & Retirement>Post retirement risks
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2019 Risks and Process of Retirement Survey: Financial Expectations of Pre-Retirees Vs Realities of Retirees
2019 Risks and Process of Retirement Survey: Financial Expectations of Pre-Retirees Vs Realities of Retirees The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased ...- Authors: Brian J Perlman
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Post retirement risks