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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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The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups This is a report examining the decision process to retire and views on managing assets after ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How ...- Authors: Society of Actuaries
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Risk Management Issues for Individuals With Special Emphasis for Women
Risk Management Issues for Individuals With Special Emphasis for Women Presented at the Living to 100 Symposium, January 2011. This paper looks at issues with regard to long life and managing ...- Authors: Anna M Rappaport
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Demography>Longevity; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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Retirement Readiness and the Value of Future Social Security
Retirement Readiness and the Value of Future Social Security Retirement readiness planning is difficult because the value of a person's future Social Security benefits is uncertain, given ...- Authors: John Turner
- Date: Apr 2017
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
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Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007
Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 Tables for the Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving ...- Authors: John R Gist, Carlos Figueiredo
- Date: Sep 2009
- Competency: Strategic Insight and Integration>Big picture view
- Topics: 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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Retirement Needs Framework, Chapter 7: Distributional Changes in Income and Wealth upon Widowhood - Implications for Private Insurance and Public Policy
Retirement Needs Framework, Chapter 7: Distributional Changes in Income and Wealth upon Widowhood - Implications for Private Insurance and Public Policy This paper charts the economic status of ...- Authors: Karen Holden, Cathleen Zick
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks; Social Insurance>Survivor benefits
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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