Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual ... individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Time to Ditch the Three-Legged Stool Analogy for Retirement
    Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all ... income, and then all other expenses from the liquidation of the endowment. Financial planning;Retirement ...

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    • Authors: Barry Kozak
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Life Planning at Work
    Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ... Scott M. Spann and Cynthia Meyer While the extent of the looming retirement crisis is debatable, most ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks