Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Consider a Default Decision Process for Retirement Income Options in DC Retirement Plans
    default retirement income option (whether an annuity or investment solution), then finds themselves ... funds could be redeployed at any time. 3. An annuity to supplement Social Security with additional guaranteed ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Income Flooring: Is Annuitization the Right Strategy?
    advisability of buying annuities, on how much annuity was the right amount, and on whether there was ... advanced life deferred annuities (QLACs) • Bond or annuity ladders • Treasury inflation-protected securities ...
    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The 5 Most Important Retirement Income Decisions
    cost-effective single premium immediate annuity (SPIA) through an annuity bidding service. To continue the ... purchased a SPIA with a 100% joint and survivor annuity, their total annual retirement income would further ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Income Planning in a DC World
    funds could be redeployed at any time. 3. An annuity to supplement Social Security with additional guaranteed ... third option—an annuity—would be to facilitate an IRA rollover to an online annuity bidding service ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Are Americans Financially Prepared for Retirement: Why Do Economists Disagree?
    Are Americans Financially Prepared for Retirement: Why Do Economists Disagree? 10/5/2020 12:00:00 ... preference by purchasing an inflation indexed annuity. Both these assumptions lead to higher target ...
    • Authors: Anthony Webb
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Inequalities in Retirement Security: Unique Challenges for African American Households
    Inequalities in Retirement Security: Unique Challenges for African American Households 10/5/2020 ... population." Soc. Sec. Bull. 77 (2017). Dewees, S., and G. Mottola. "Race and financial capability in ...
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks