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A Conversation on Dementia and Cognitive Decline
advisers adhere to fiduciary standards • Buy an annuity • Use low-cost index funds • Strictly adhere ... Another mentioned considering a deferred income annuity with a cash-refund as an option or substitute for ...- Authors: Anna M Rappaport
- Date: Dec 2018
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues: The Impact of the Economy on Retirement Risks
up to the event itself. Starting in the mid-1990’s, the Society of Actuaries (SOA) recognized the need ... , January 2011, by Richard W. Johnson and Janice S. Park) Other research offering a different perspective ...- Authors: Society of Actuaries
- Date: Jan 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Process of Retirement - Key Findings and Issues
approach retirement, the demographic profile of the U.S. workforce will undergo a substantial shift: a large ... new entrants to the labor force. According to the U.S. Bureau of the Census, while the number of people ...- Authors: Society of Actuaries
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Key Findings and Issues - Process of Planning and Personal Risk Management
beyond that age, or how to access the kind of annuity and pension options that would assist them in ... they may have been able to accumulate, but the mortality risk also. The Center for Retirement Research ...- Authors: Society of Actuaries
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Managing the Impact of Long-Term Care Fast Facts
End‐of‐Life Medical Care Costs o An Overview of the U.S. LTC Insurance Market (Past and Present): The Economic ... Future LTSS and Long Life Through More Flexible 401(k)s and IRAs o The American Long‐Term Care Insurance ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Relationship of Marital Status to Financial Priorities of Five Generations of Americans
Relationship of ... Boomers Silent M ar rie d or P ar tn er ed S in gl e I can only plan paycheck to paycheck I tend ... ab le to m ai nt ai n a re as on ab le s ta nd ar d of liv in g fo r t he re st ...- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues-Working in Retirement
retirement. Discussion While all five factors in the table below can improve security in retirement, the greatest ... Human Resources, 43(1), 30–56, 2008. 7 Reynolds, S., N. Ridley and C.E. Van Horn, “A Work-Filled Retirement: ...- Authors: Society of Actuaries
- Date: Aug 2012
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Family is Important for Retirement Security
Research 21 References Table of Contents Managing retirement security in the U.S. has been increasingly ... John Turner, The Declining Role of Families in the U.S. Retirement Income System Retirement Section News ...- Authors: Anna M Rappaport
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
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The Financial Impact of Student Debt on Working and Retired Americans
The Financial Impact of Student Debt on Working and Retired Americans The Society of Actuaries’ ... on Working and Retired Americans Thank You The SOA’s Pension Section would like to thank the following ...- Authors: Society of Actuaries
- Date: Aug 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity
The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity ... contributions, Baby Boomer savings and debt, and women’s financial decision making. If you have comments or ...
- Authors: Society of Actuaries
- Date: Nov 2018
- Topics: Pensions & Retirement>Retirement risks