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Changing the Retirement Advice Conversation
vehicles used by pension plans that employ “mortality pooling” to enhance cash flow). The strategy ... often question why the sales of lifetime income annuity products are so anemic. One clue to be found is ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Good Research Reads
underwriting life insurance mortality, critical illness experience, fixed annuity experience and private ... private pension plan mortality. The survey findings also helped identify opportunities on international and ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; Leadership>Thought leadership
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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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 ...- 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
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Don't Forget the Role of Families in Lifetime Security
are age 50+ and analysis covers 1998 to 2010. Table 1 shows the percentage of households making transfers ... Role of Families in Lifetime Financial Security Table 1 Intrafamily Cash Transfers by Older American ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management