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Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
longevity, inflation, investment, health, and long-term care. By varying assumptions, they compare outcomes ... mortgage payoff, purchase of annuities and long-term care insurance, delayed and early retirement. They describe ...- Authors: Society of Actuaries
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Managing Retirement Assets Symposium: Putting Annuities Back Into Savings Plans
unplanned expenses, such as those to cover long-term care, may occur at some point during retirement (GAO ... expenses of administering the plan, and with the care, skill, prudence, and diligence that a prudent ...- Authors: Pamela Perun
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks
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Have You Hired Any 65-Year-Olds Lately?
to a 92-year-old parent, I’ve seen the health care system for the elderly up close and I ASK BECAUSE ... the goal of any individual, caregiver or health care provider. Yet as I spent more time around assisted ...- Authors: Society of Actuaries, James Ramenda
- Date: Aug 2014
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
- Publication Name: The Actuary Magazine
- Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
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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 ...- 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
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Age Wise Infographic Series – 3
Age Wise Infographic Series – 3 Series of infographic to help individuals understand how life expectancy ... you age, you are likely to spend more for health care. It’s Time to “Check Out” Inflation Age Wise is ...- Authors: Society of Actuaries
- Date: Apr 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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A View from the SOA's Staff Fellow for Retirement
A View from the SOA's Staff Fellow for Retirement Column that provides an overview ... Products and Employee Benefit Plan Structure.” The primary motivation of this call is to identify potential ...- Authors: Andrew Peterson
- Date: Sep 2017
- Competency: Strategic Insight and Integration
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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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 ... uncovering expectations individuals have about getting care from family or friends later in life. We found that ...- 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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Possible and Probable Futures Relating to Retirement Income Security
need be, the federal government could provide a direct subsidy.) Consideration should be given to having ... Shrinking families • Childless working couples • The day care center (for young children); • Child-bearing independent ...- Authors: Preston C Bassett, Russell Mueller, Robert J Myers, Geoffrey N Calvert, Karen W Ferguson
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Retirement risks
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Finding Retirement Security Amid Uncertainty
their predecessors. Advances in health care and rising health care costs also loomed as major plusses ... retirement income stream, modernized long term care policies, and income-focused planning strategies ...- Authors: Linda Koco
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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New CPP Enhancements: What do they mean for Canadian workers
brings—including advanced-life healthcare costs and home care expenses, investment and inflation risk, maintaining ... decline in the role of families in providing long-term care for Canadian seniors (among many, see AARP [2008]; ...- Authors: Bonnie-Jeanne MacDonald
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management