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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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Study of Decisions Made Prior to and During Retirement
Study of Decisions Made Prior to and During Retirement The SOA’s Committee on Post Retirement Needs and Risks is issuing this request for proposals to study how individuals make retirement ...- Authors: Society of Actuaries
- Date: Aug 2012
- 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