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  • COVID-19 and Working in Retirement
    particular age. Similarly, individuals with primary retirement benefits provided through defined contribution ... their lifestyle. Working longer is seen as the primary way to improve their financial position at retirement ...

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    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Health & Disability; Pensions & Retirement
  • Discount Rate Sensitivities in Pension Plans
    When data about a pension plan are limited or direct valuation of actuarial liabilities using each possible ... pattern is a consequence of the fact that the primary benefit from a pension plan (other than a cash ...

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    • Authors: Society of Actuaries
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 2021 Retirement Risk Survey Brief - Identifying Retirement Risks and Trends
    Managing Post-Retirement Risks, identifies three primary categories of retirement risks to consider in ... Status Public Policy Changes Significant Health Care Needs Unforeseen Needs of Family Members Bad ...

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    • Authors: Society of Actuaries
    • Date: Oct 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Family is Important for Retirement Security
    Generations 12 The Cost of Providing Long-Term Care or Intensive Help 12 The Family Bank 13 Cognitive ... Individuals: Perspectives of the Caregiver and the Care Recipient Post-Retirement Experiences of Individuals ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Databases Useful for Retirement Analysis
    1977 National Medicare Care Expenditures Survey (NMCES); 1980 National Medical Care Utilization and Expenditures ... 1977 National Medicare Care Expenditures Survey (NMCES); 1980 National Medical Care Utilization and Expenditures ...

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    • Authors: Society of Actuaries
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Understanding the Impact of Low Interest Rate Environment on Retirement Security in the United States
    retirement security of Americans profoundly through direct impacts on investment returns and through impacts ... by income group. Interest rates do not play a direct role in the calculation of Social Security benefits ...

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    • Authors: Yimeng Yin, Donald Boyd
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • 55th ARC Session: Findings from the 2019 Retirement Risks Survey
    a long stay in a nursing home or a long  period of nursing care at home The value of your savings and  investm ... You might not have enough money to pay for  adequate health care 48% 57% 65% 77% 73% 65% 59% 53% 53% 44% ...

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    • Authors: Society of Actuaries
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Primer on Retirement Income Strategy Design and Evaluation
    ................................... 39 4.3.2 Primary Metric for an Income Floor Objective ......... ... .................................. 40 4.3.3. Primary Metrics for an Income Target Objective .......

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    • Authors: William Lim, Adam Butt, Geoff Warren, William Lim
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Primer on Retirement Income Strategy Design and Evaluation
    The SOA Research Institute is pleased to make available material for Primer on Retirement ... damages (including any lost profits, lost savings, or direct, indirect, incidental, consequential or other damages) ...

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    • Authors: Geoff Warren, Gaurav Khemka, William Lim
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Spotlight on Retirement: Chile (English)
    possible dependency and the need for long-term care late in life. For example, about 80 percent of ... finance retirement and care. The changing family structure will have a direct impact on how people spend ...

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    • Authors: Hernan Poblete Miranda
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Global Perspectives; Pensions & Retirement