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  • Retirement Health & Happiness
    changes before you retire. Enjoy the journey, taking care of your emotional and physical being along the ... Health Issue: The Impact of Loneliness on Health Care Utilization Among Older Adults. American Journal ...

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    • Authors: Gregory A Ward
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • College Retirement Savers Infographic
    College Retirement Savers Infographic Infographic pdf highlighting key findings from an SOA online ... Other Forced to change my job Went without medical care Sold my belongings Moved house/apartment Held ...

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    • Authors: Society of Actuaries
    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Changing the Retirement Advice Conversation
    products, and this is a way the plan sponsor can direct revenue from their portfolio to offset the consultant’s ... similarly able to have a consultant capture and direct the fees and commissions generated by their accounts ...

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    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
    ................. 44 Caregiving and Long Term Care ............................................... ... challenges in their workplace, or the need for family care- giving. They did not retire primarily to have ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Income Flooring: Is Annuitization the Right Strategy?
    be helpful in providing some funds for long-term care. They have not had much market acceptance even ... show that household spending (other than health care) tends to drop with increasing age. Pros and Cons ...
    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Good Research Reads
    Good Research Reads Recently completed research projects from the Society of Actuaries. ... Canada. This SOA report looks at shocks on long-term care, home maintenance, divorce, medical costs, widowhood ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Flexible Work and Phased Retirement: Practical Issues for Employers
    Scheduling work for organizations such as retail, health care, and food service that can have long hours and ... of work at different times of the year. Health care also is influenced by seasonal forces. • Some ...

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    • Authors: Anna M Rappaport
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • The 1979 Annual Report Of The Trustee Of The U.S. Social Security Programs - OASI And DI
    page 4) My investigation produced, however, no direct evidence of substantial actu- arial work of an ... several actuarial bodies; that he is to organize and direct the staff; and that there’ll be scope for him ...

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    • Authors: Dwight K Bartlett
    • Date: Jun 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Social Security
  • Dealing with Multiple Post-Retirement Risks in the Middle Market
    insurance, annuities, health insurance, long-term care insurance, investment return guaran- tees of various ... other financial consequences)? • You would not care (or care much) about the consequences? For each risk ...

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    • Authors: Chuck Yanikoski
    • Date: Feb 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Housing in Retirement Round Table On-Line Discussion
    retirement housing (senior, assisted, continuing care), and geographical dispersion of offspring, planning ... in place, and increasing demand for home health care workers. We have relatively little data that ...

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    • Authors: Society of Actuaries
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks