1
-
10
of
25
results (0.42 seconds)
Sort By:
-
The Sightlines Project: Seeing our Way to Financial Security in the Age of Increased Longevity
The Sightlines Project: Seeing our Way to Financial Security in the Age of Increased Longevity The ... on predictions of financial security at different life stages. Longevity;Wellness;Financial Security ...- Authors: Steven Vernon
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries ... family members or friends, or fraud. The research report “Thinking Ahead Roadmap: Informing the Design of ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
-
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age The Aging ... Research Program is pleased to make available a report summarizing the research phase of a multi-phase ...- Authors: Steven Vernon
- Date: Oct 2020
- 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
Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that ... Retirement Section are pleased to make available a report providing a framework of analyses and methods that ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
-
A Smart Way to Develop Retirement Income Strategies
Retirement Studies, “17th Annual Transamerica Retirement Survey: A Compendium of Findings About American Workers ... h/17th-annual- retirement-survey/retirement-survey-of-workers-full-survey-results; Employee Benefit Research ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
-
Retirement Income Planning in a DC World
in Retirement Strategy The most recent SCL/SOA report (2019) analyzes the Spend Safely Strategy in detail ... 72 by recent legislation). The 2017 SCL/SOA report analyzed and compared 292 different retirement ...- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
A Smart Way to Develop Retirement Income Strategies
Retirement Studies, “17th Annual Transamerica Retirement Survey: A Compendium of Findings About American Workers ... h/17th-annual- retirement-survey/retirement-survey-of-workers-full-survey-results. 2 Employee Benefit ...- Authors: Steven Vernon
- Date: May 2018
- Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Annuities>Payout annuities; Demography>Longevity; Finance & Investments>Asset allocation; Finance & Investments>Investments
-
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity ... Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that ...- 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
-
Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios
can be found on the SCL and SOA websites. This report integrates the findings and conclusions from the ... solutions that were analyzed in all four phases. This report references the analyses from the interim reports ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jun 2016
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans
-
Optimal Retirement Income Solutions in DC Retirement Plans, Phase 1, Baseline
retirement income strategies. • Follow up prior SOA/SCL report that analyzed the characteristics of stand-alone ... for definition of certain terms, and see above report for additional definition of terms and descriptions ...- Authors: Steven Vernon, Wade D Pfau, Joseph A Tomlinson
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Defined contribution and 401k plans