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  • What Happens Later in Retirement: Insights from the Society of Actuaries Research with Retirees 85 and Over
    Interviews (IDI) • 62 In-depth Interviews: 36 in U.S and 26 in Canada • Subjects age 85 and over with ... Little planning • More easily paid for in Canada than U.S. IDI 11 Health and vitality vary tremendously ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2018
  • RIDFC Symposium - Employer Perspective and Issues
    The content extends beyond the U.S. borders, but this panel is largely U.S. focused. The research papers ... accrue and/or receive their pensions and 401(k)'s. We've made it work with things like consulting arrangements ...

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    • Authors: Anna M Rappaport, Michael J Blackburn, David Manuszak, Sally Hass
    • Date: Jun 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Demography; Pensions & Retirement
  • Financial Shocks, Unexpected Expenses and Financial Experiences of Older Americans
    Financial Shocks, Unexpected Expenses and Financial Experiences of Older Americans Explores ... Retirement (surveying U.S. pre-retirees and retirees), focus groups looking at experiences of U.S. and Canadian ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Highlights of the 2021 Retirement Risk Survey
    income are far more likely to rely on IRAs and 401(k)s for income. Pre- retiree expectations of income sources ... retirement; actuarial innovation and technology; mortality and longevity; diversity, equity and inclusion; ...

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    • Authors: Anna M Rappaport
    • Date: Dec 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Society of Actuaries Living to 100 Symposia: What Does Long Life Mean to Us?
    where Social Security actuaries have compared mortality and experience between different countries. The ... issues: a. Mortality/longevity  b. Morbidity c. Quality of Life d. Relations between mortality/longevity ...

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    • Authors: Anna M Rappaport
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: In The Public Interest
    • Topics: Social Insurance
  • Helping Your Employers Choose Between a Lump Sum or a Monthly Pension
    plan is often a better choice than purchasing an annuity in the open market. But if the amount of additional ... is to be considered, then a joint and survivor annuity may be a better choice. • Whether or not a retiree ...

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    • Authors: Carol Bogosian, Anna M Rappaport
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans
  • The Future of Retirement - An Exploration and Comparison of Different Scenarios
    The Future of Retirement - An Exploration and Comparison of Different Scenarios The abstract of ... tuition.  This paper looks at the issues from a U.S.  perspective, but many of the same issues can b ...

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    • Authors: Anna M Rappaport, Monica Dragut
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Retirement risks
  • Income Flooring: Is Annuitization the Right Strategy?
    advisability of buying annuities, on how much annuity was the right amount, and on whether there was ... advanced life deferred annuities (QLACs) • Bond or annuity ladders • Treasury inflation-protected securities ...
    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Invisible Actuary
    male English-speaking Canadian actuaries and male U.S. actuaries tended to prefer iNtuition, suggesting ... attending to the patterns and possibilities. Female U.S. actuaries were evenly divided between Sensing and ...

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    • Authors: Anna M Rappaport
    • Date: Feb 1997
    • Competency: Leadership>Mentoring; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession
  • Disparities for Women and Minorities in Retirement Security
    an organization. DIFFERENCES IN LIFE SPAN AND MORTALITY PATTERNS An area of significant disparity not ... is very well known among actuaries and most mortality tables include data by sex. Whites in the United ...

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    • Authors: Anna M Rappaport, Mary Nell Billings
    • Date: Oct 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks