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

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  • New CPP Enhancements: What do they mean for Canadian workers
    living of middle-class Canadians after retirement. Table 1 shows OECD (2013) calculations of the net replacement ... were earning 50 percent of the average wage. Table 1 highlights that, at least compared to the US (and ...

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    • Authors: Bonnie-Jeanne MacDonald
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Retirement Adequacy in the United States: Should We Be Concerned?
    ........................ 36 6.3 HOW SHOULD THE U.S. RETIREMENT SYSTEM BE JUDGED? .................. ... These different perspectives are summarized in Table 1. When interpreting the results of retirement ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    Social Security benefits, before purchasing an annuity or investing in bonds. When middle-income retirees ... Social Security benefits, they might have all the “annuity” income they need, particularly if they reduce ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
    affects one-third of adults aged 85 and older in the U.S. (Alzheimer’s Association, 2018), yet even normal ... Federal Reserve (2013) found that only a quarter of U.S. adults had appointed an agent under power of attorney ...

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    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Optimizing Retirement Income Fast Facts
    income strategies (such as purchasing certain annuity products and using Social Security optimization ... Security benefits, use low-cost investment or annuity products, and have a significant percentage of ...

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    • 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