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New CPP Enhancements: What do they mean for Canadian workers and seniors?
New CPP Enhancements: What do they mean for Canadian workers and seniors? The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) ...- Authors: Society of Actuaries
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Difficulty in Gaining Financial Security for Millennials
Difficulty in Gaining Financial Security for Millennials A highlight report on millennials stemming from a study on the financial perspectives of aging and retirement of Americans across five ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Optimizing Retirement Income Fast Facts
Optimizing Retirement Income Fast Facts A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity. Retirement Planning, Retirement ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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2007 Risks and Process of Retirement Survey - Report of Findings
2007 Risks and Process of Retirement Survey - Report of Findings This report presents the results of a telephone study among Americans aged 45 to 80. Inflation;Phased retirement; 6981 10/1/2007 ...- Authors: Society of Actuaries
- Date: Oct 2007
- 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 – Executive Summary
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups – Executive Summary Summary of a report examining the decision process to retire and views on ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? This report focuses on measuring retirement benefit adequacy in light of both expected and unexpected expenses in ...- Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues - The Impact of Retirement Risk on Women
Key Findings and Issues - The Impact of Retirement Risk on Women This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to ...- Authors: Society of Actuaries
- Date: Jan 2010
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
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Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age
Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age This research provides a literature review on the topic of post-retirement financial ...- Authors: Arnold Shapiro
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Age Wise Infographic Series - 2
Age Wise Infographic Series - 2 Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded ...- Authors: Society of Actuaries
- Date: Nov 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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2017 Risks and Process of Retirement: Financial Wellness
2017 Risks and Process of Retirement: Financial Wellness The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of ...- Authors: Mathew Greenwald & Associates
- Date: Jul 2018
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks