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

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  • Retirement Literacy
    Retirement Literacy The Society of Actuaries and Financial Finesse are creating a series of briefs focused ... focused on retirement literacy issues. The Society of Actuaries Aging and Retirement Strategic Research Program ...

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    • Authors: Gregory A Ward
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
    Retirement Risks – Essay Collection A collection of essays in response to a call for essays aimed to ... perspectives, opinions and data on how to advance the state of effective retirement planning tools, products ...

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    • Authors: Zvi Bodie, Kenneth Steiner, R Inglis, Jonathan Barry Forman, Richard Fullmer, John Turner, Marion Laboure, Sally Shen , Elizabeth Bauer, Gwen Weng, Gregory A Ward, John Cutler, Max Rudolph, Robert Merton, Paula Hogan, Nevenka Vrdoljak
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Calculating ROI: Benefits of Workplace Financial Wellness
    Calculating ROI: Benefits of Workplace Financial Wellness Recent research from Financial Finesse introduces ... introduces a viable way to forecast the potential return on investment (ROI) of workplace financial wellness ...

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    • Authors: Gregory A Ward
    • Date: Jun 2017
    • Competency: Strategic Insight and Integration
    • Publication Name: Pension Section News
    • Topics: Experience Studies & Data; Modeling & Statistical Methods
  • Calculating ROI: Benefits of Workplace Financial Wellness
    Calculating ROI: Benefits of Workplace Financial Wellness Recent research from Financial Finesse introduces ... introduces a viable way to forecast the potential return on investment (ROI) of workplace financial wellness ...

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    • Authors: Gregory A Ward
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration
    • Topics: Experience Studies & Data; Modeling & Statistical Methods
  • Session 162: Technology and the Impact to Retirement Consumers in the Future
    Technology and the Impact to Retirement Consumers in the Future Technology is transforming the retirement ... changes are expected in the future. Join a panel of experts to discuss what are the opportunities, trends ...

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    • Authors: Gregory A Ward, Nathan Christopher Zahm
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
  • A Spending Plan for Retirement: Estimating Expenses
    A Spending Plan for Retirement: Estimating Expenses The Society of Actuaries and Financial ... Estimating Expenses The Society of Actuaries and Financial Finesse have created a series of briefs focused ...

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    • Authors: Gregory A Ward
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Health & Happiness
    Retirement Health & Happiness The Society of Actuaries and Financial Finesse are creating ... & Happiness The Society of Actuaries and Financial Finesse are creating a series of briefs focused ...

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    • Authors: Gregory A Ward
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • How Family Dynamics Influence Retirement Security
    How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability ... and prepare for retirement. This essay examines the influence family structure has on retirement preparedness ...

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    • Authors: Gregory A Ward
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Retirement is about More than Money
    Retirement is about More than Money This interview provides information ... on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement ...

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Calculating ROI: Measuring Workplace Financial Fitness
    Calculating ROI: Measuring Workplace Financial Fitness Describes ... actuarial approaches used to quantify the benefit to employers of implementing financial wellness programs ...

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    • Authors: Gregory A Ward
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Assess decision effectiveness
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Health & Disability>Health insurance; Predictive Analytics