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  • Retirement Planning Software
    Retirement Planning Software This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend ...

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    • Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006
    Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006 This report provides key findings from the 2005 Risks and Process of ...

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    • Authors: Society of Actuaries
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
  • Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age?
    Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age? This paper suggests that individual decisions to retire are based on personal resource allocations, institutional ...

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    • Authors: Linda Brothers
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • New Retirement Plan Designs for the 21st Century
    New Retirement Plan Designs for the 21st Century This paper talks about the risks of defined benefit and defined contribution plans. Defined benefit plans=DB plans;Hybrid pension plans;Retirement ...

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    • Authors: Beverly Orth, William R Hallmark
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Authors: Application Administrator, Brent Hamann
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Software and Post-retirement Risks: Executive Summary
    Retirement Planning Software and Post-retirement Risks: Executive Summary This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks