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Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report
Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth ...- Authors: Application Administrator, Brent Hamann
- Date: Apr 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Women and Post-Retirement Risks
Women and Post-Retirement Risks The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...- Authors: Anna M Rappaport
- Date: Apr 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Age Wise Infographic Series - 4 - Where will you live?
Age Wise Infographic Series - 4 - Where will you live? Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy ...- Authors: Society of Actuaries
- Date: May 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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What Retirement Plan Features Do Employees Really Want?
What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement Retirement planning;Retirement Income;Financial planning 6442471391 10/7/2016 ...- Authors: Mathew Greenwald & Associates
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B
Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B The objective of the Phase I research effort was to further the Committee’s work by ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Spending and Investing in Retirement - Is There a Strategy?
Spending and Investing in Retirement - Is There a Strategy? This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on ...- Authors: Eric Sondergeld, Mathew Greenwald, Sally Bryck
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Retirement Probability AnalyzerSoftware Released - Wall Street Journal Article Touts its Merits
Retirement Probability AnalyzerSoftware Released - Wall Street Journal Article Touts its Merits This article introduces the Retirement Probability Analyzer Software. From Pension Section News, ...- Authors: Emily Kessler
- Date: Jan 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Income Flooring: Is Annuitization the Right Strategy?
Income Flooring: Is Annuitization the Right Strategy? 10/5/2020 12:00:00 AM ...- Authors: Anna M Rappaport
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks