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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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Post-Retirement Experiences of Individuals Retired for 15 Years or More
Post-Retirement Experiences of Individuals Retired for 15 Years or More Post-Retirement Experiences of Individuals Retired for 15 Years or More Retirement planning;Retirement Income;Financial ...- Authors: Mathew Greenwald & Associates
- Date: Jan 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 II Report
Segmenting the Middle Market: Retirement Risks and Solutions – Phase II Report This is the Phase II report of a two–phase effort. The Phase I report, released in March 2009, consists of defining ...- Authors: Application Administrator
- Date: Sep 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Financial Fragility Across the Generations
Financial Fragility Across the Generations This report develops a financial fragility index to determine how fragile Americans are and also to explore characteristics of the financially fragile.- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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New CPP Enhancements: What do they mean for Canadian workers
New CPP Enhancements: What do they mean for Canadian workers The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.- Authors: Bonnie-Jeanne MacDonald
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Key Findings and Issues - Understanding and Managing the Risks of Retirement
Key Findings and Issues - Understanding and Managing the Risks of Retirement This report provides an overview of post-retirement risks, how they are perceived, and ways to protect against them.- Authors: Application Administrator, Mathew Greenwald
- Date: Jul 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Challenges and Strategies for Financing an Increasingly Long Life
Challenges and Strategies for Financing an Increasingly Long Life This study builds on the prior studies, Measures of Retirement Benefit Adequacy and Improving Retirement Outcomes: Timing, ...- Authors: Vickie Bajtelsmit, Anna M Rappaport, Tianyang Wang
- Date: Dec 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Understanding and Managing Post-Retirement Risks
Understanding and Managing Post-Retirement Risks The SOA is pleased to make available the first report in a series highlighting the SOA's extensive boy of research on post-retirement risks ...- Authors: Society of Actuaries
- Date: Nov 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks