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  • The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
    The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums This paper discusses retirement planning information and the signals it provides. It focuses ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Difficulty in Gaining Financial Security for Millennials
    Difficulty in Gaining Financial Security for Millennials A highlight report on millennials stemming from a study on the financial perspectives of aging and retirement of Americans across five ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Optimizing Retirement Income Fast Facts
    Optimizing Retirement Income Fast Facts A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity. Retirement Planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Age Wise Infographic Series - 2
    Age Wise Infographic Series - 2 Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded ...

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    • Authors: Society of Actuaries
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Don’t Miss the Living to 100 Research Symposium
    Don’t Miss the Living to 100 Research Symposium Brief discussion of highlights of past Living to 100 Research Symposia, urging readers to attend 2023 symposium Mortality modeling, Retirement ...

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    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Expanding Horizons
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Medicare; Social Insurance>Social Security
  • Recipe for an Emerging Definition of Retirement
    Recipe for an Emerging Definition of Retirement Redefining retirement: shifting demographics, evolving job profiles, unpredictable economic markets and rising health care costs. Longevity;Medical ...

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    • Authors: Valerie A Paganelli
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement in the 21st Century
    Retirement in the 21st Century Can our pension system provide people with their preretirement standard of living over the next century? How robust is the retirement system? What happens if there ...

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    • Authors: Michael Kantor
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Retirement risks
  • Consider a Default Decision Process for Retirement Income Options in DC Retirement Plans
    Consider a Default Decision Process for Retirement Income Options in DC Retirement Plans 10/5/2020 12:00:00 AM ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Are Americans Financially Prepared for Retirement: Why Do Economists Disagree?
    Are Americans Financially Prepared for Retirement: Why Do Economists Disagree? 10/5/2020 12:00:00 AM ...
    • Authors: Anthony Webb
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Defined Benefit Plans vs. Defined Contribution Plans
    Defined Benefit Plans vs. Defined Contribution Plans Employers and investors have suffered recently from taking too much investment risk inside their defined benefit DB plans, producing calls for ...

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    • Authors: Mark Ruloff
    • Date: Jan 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks