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  • Improving Retirement Outcomes: Report Summary
    Improving Retirement Outcomes: Report Summary The summary provides an overview of the report, written by the Project Oversight Group. Retirement plans;Retirement planning;Retirement income ...

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    • Authors: Society of Actuaries
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Process of Planning and Personal Risk Management
    Key Findings and Issues - Process of Planning and Personal Risk Management This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate ...

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    • Authors: Society of Actuaries, Mathew Greenwald
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
    Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, ...

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    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Technical Supplement - Will Retirement Assets Last a Lifetime?
    Technical Supplement - Will Retirement Assets Last a Lifetime? Compilation of the answers gathered through the survey, Will Retirement Assets Last a Lifetime? Asset management;Financial planning; ...

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    • Authors: Society of Actuaries, Sally Bryck, Application Administrator
    • Date: Mar 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Risks and Solutions in the Middle Market
    Retirement Risks and Solutions in the Middle Market This research report on retirement risks and solutions for the middle market was presented in a webcast by the Retirement Income Industry ...

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    • Authors: Application Administrator, Anna M Rappaport
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Process of Planning and Personal Risk Management
    Key Findings and Issues - Process of Planning and Personal Risk Management This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate ...

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    • Authors: Society of Actuaries
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2009 Risks and Process of Retirement Survey – Report of Findings
    2009 Risks and Process of Retirement Survey – Report of Findings This report presents the results of a telephone survey among Americans aged 45 to 80 conducted by Mathew Greenwald & ...

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    • Authors: Mathew Greenwald
    • Date: Mar 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Lump Sum or Monthly Pension: Which to Take? Issue Brief
    Lump Sum or Monthly Pension: Which to Take? Issue Brief This issue brief focuses on the importance of analyzing the pros and cons of taking a lump sum or monthly annuity payments upon retirement ...

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    • Authors: Society of Actuaries
    • Date: Jun 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues: Phased Retirement and Planning for the Unexpected - 2005 Risks and Process of Retirement Survey Report
    Key Findings and Issues: Phased Retirement and Planning for the Unexpected - 2005 Risks and Process of Retirement Survey Report This report provides key findings from the 2005 Risks and Process ...

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    • Authors: Society of Actuaries
    • Date: Apr 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Phases of Retirement
    Key Findings and Issues-Phases of Retirement This document provides key findings from the 2007 Risks and Process of Retirement Survey related to how respondents conceive retirement and how they ...

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    • Authors: Ruth Helman
    • Date: Jan 2007
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks