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The Financial Well-Being of American Retirees
Car Other Food Entertainment Housing Health care $27,660 $29,694 $34,770 $31,800 $29,232 ... six broad types: healthcare (including long-term care), housing, entertainment (including luxuries), food ...- Authors: Steven Feinschreiber, James Laiosa
- Date: Sep 2009
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement
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pd-2018-03-investment-session-2b
pd-2018-03-investment-session-2b The Investment Symposium is a day-and-a-half long ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Society of Actuaries
- Date: Feb 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
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Heroes of Noble Purpose
Heroes of Noble Purpose Author's 4 personal heroes inspiration for readers to identify ... moral and ethical judgments; and to master the primary tool, our majestic English tongue. You may ask ...- Authors: Richard Junker
- Date: Nov 2018
- Competency: Leadership>Influence; Leadership>Mentoring; Leadership>Thought leadership; Professional Values>Ethical standards; Relationship Management>Relationships and trust; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Actuary of the Future
- Topics: Actuarial Profession>Competencies; Actuarial Profession>Professional development
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Behavioral Economics is Important to All of Us An interview with Tom Toale
Behavioral Economics is Important to All of Us An interview with Tom Toale Tom Toale discusses the ... annuity—fixed payments for the lives of the primary annuitant and spouse. We’ll limit ourselves to ...- Authors: Society of Actuaries
- Date: Sep 2015
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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ACLI Update
ACLI Update Update on tax legislation and legislation-related materials relating to life ... 7 Exclusion of employer contributions for health care 863.1 Defined benefit plans 424.3 Defined contribution ...- Authors: Mandana Parsazad, Pete Bautz, Regina Y Rose
- Date: Jun 2017
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Taxing Times
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Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans
Session 3B: Duration Matching Versus Cash Flow Matching for Pension Plans This session ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Society of Actuaries
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments>Asset liability management; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
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Book Review - Public And Private Pensions In Canada: An Economic Analysis by J.E. Pesando And S.A. Rea
Book Review - Public And Private Pensions In Canada: An Economic Analysis by J.E. Pesando And S.A. ... such incompleteness, the book should be read with care-but it certainly should be read by every seri- ...- Authors: James L Clare
- Date: Jun 1978
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Pension finance
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ndividual Annuity Sales and Product Trends
ndividual Annuity Sales and Product Trends A review of product and sales trends for variable, ... that provide a form of non-underwritten long-term care benefit are becoming more available. These riders ...- Authors: Simpa Baiye
- Date: Feb 2016
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Product Matters!
- Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
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Preparing for the Future: Understanding the Issues from the 2017 Living to 100 Symposium
Preparing for the Future: Understanding the Issues from the 2017 Living to 100 Symposium ... turn would lead to greater demands for long-term care. We all have a major stake in successfully addressing ...- Authors: Faye Albert
- Date: Jun 2017
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: The Financial Reporter
- Topics: Experience Studies & Data>Mortality
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ORSA 101 for Health Actuaries
And those of us whose work is touched by health care reform tend to spend a lot of our time reading ... the risk from under- pricing in the Affordable Care Act (ACA) markets in 2014 may be modest. Separately ...- Authors: Daniel Perlman, Douglas Norris
- Date: May 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Health Watch
- Topics: Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks