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  • Lifecycle Roundtable Transcript
    Lifecycle Roundtable Transcript This is a transcript of a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable is to discuss a model of personal investing known as the ...

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    • Authors: Society of Actuaries
    • Date: Sep 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues: The Impact of the Economy on Retirement Risks
    Key Findings and Issues: The Impact of the Economy on Retirement Risks This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to ...

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    • Authors: Society of Actuaries
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt
    2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt Retirement planning;Retirement Income;Financial planning 6442471392 10/7/2016 12:00:00 AM ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Life Planning at Work
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Spotlight On Retirement, South Korea
    Spotlight On Retirement, South Korea Asia is experiencing changing demographic, social, and cultural tides which threaten to submerge existing retirement-pension systems. reitement income; ...

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    • Authors: Saurav Biswas
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
  • Age Wise Infographic Series – 3
    Age Wise Infographic Series – 3 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: Apr 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 survey 9/26/2023 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Needs Framework, Chapter 13: Retirement Needs - The Perspective of the Individual
    Retirement Needs Framework, Chapter 13: Retirement Needs - The Perspective of the Individual This paper sets forth challenges presented by an aging society with a focus on the situation of the ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Retirement risks
  • Public Perceptions of Post-Retirement Risk
    Public Perceptions of Post-Retirement Risk This session discusses the results of recent studies, one sponsored the Society of Actuaries, conducted by Mathew Greenwald & Associates and the ...

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    • Authors: Judy Feldman Anderson, Anna M Rappaport, Mathew Greenwald, Matt Drinkwater
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Retirement risks