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

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  • Perspectives from Anna:Responding to Challenges ....
    5 h t t p s : / / w w w. s o a . o r g / N e w s - a n d - P u b l i ca t i o n s / P u b l i ca t i ... i o n s / E s s a y s / 2017-financial-wellness-essay-collection.aspx. 6 Carol Bogosian and I were ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
  • Thinking about Spending in Retirement: Findings from SOA and EBRI Research
    research consists of eight biennial surveys of the U.S. public about post-retirement risk and several sets ... what they had spent just before retirement. Table 1 Mean and Median Household Spending in 2011 Adjusted ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
  • Management of Post-retirement Finances for Age 85+
    buying an annuity? If so, who would help you decide what to do? Several did not know what an annuity was ... $42, 805 $34,036 $35,315 $29,884 $30,610 $22,263 Table 1 Mean and Median Household Spending in 2011 Adjusted ...

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    • Authors: Sally Hass, Anna M Rappaport
    • Date: Feb 2017
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Behavioral Economics is Important to All of Us An interview with Tom Toale
    CAN WE LEARN FROM BEHAVIORAL ECONOMICS ABOUT ANNUITY PURCHASING? Let’s focus on individuals con- sidering ... sidering purchasing a simple life contingent annuity—fixed payments for the lives of the primary annuitant ...

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    • Authors: Society of Actuaries
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • “Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees
    “Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees ... report buying (or expecting to buy) an annuity or choosing an annuity option from an employer plan. There ...

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    • Authors: Cynthia Levering
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks