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Diminished Capacity and Retirement Planning
Diminished Capacity.[1] The ERISA Advisory Council is a group within the Department of Labor (DOL) to represent ... is available on the council website, and their report on this topic will be available in 2021. I was ...- Authors: Anna M Rappaport
- Date: Jan 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
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Needs Versus Wants: What do Collective Defined Contribution Plans Address?
depleting financial resources before the end of their life (longevity risk) and a need to improve peoples’ ... benefits to vary based on the investment and mortality experience of the covered participants. Other ...
- Authors: Esther W Peterson , Mark Shemtob, Lee Gold
- Date: Apr 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
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Retirement Section News, Issue 94, February 2018
Credibility Theory: An Application to Pension Mortality Assumptions By Julie Curtis 15 Sharing the SOA’s ... Credibility Theory: An Application to Pension Mortality Assumptions By Julie Curtis Page 12 2 | FEBRUARY ...- Authors: Society of Actuaries
- Date: Feb 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Retirement Section News, Issue 96,October 2018
business sources, and discussion by a diverse group of experts. The papers become available on the ... available to me in my personal and professional life have changed completely because of access to technology ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Retirement Adequacy in the United States: Should We be Concerned?
Retirement Adequacy in the United States: Should We be Concerned? An interview ... providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement ...- Authors: Deborah Tully, Julie Curtis
- Date: Oct 2018
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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Aging: The Great Common Denominator
living arrangements. It highlights the "Late-in-Life Decisions Guide" published by the Society of Actuaries ... Section News, January 2023 Every journey through life is unique, but we share common needs and can learn ...
- Authors: Esther W Peterson
- Date: Jan 2023
- Competency: Professional Values; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Risk management; Public Policy
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View from the Staff Fellow
the SOA released the RP- 2014 mortality tables and MP- 2014 mortality improvement scales. That was a ... work on mortality in the retirement space to be able to provide a consistent schedule of mortality studies ...- Authors: Society of Actuaries
- Date: May 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy
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Written Statement On Mandated Disclosure for Retirement Plan
risk research consisted of three components: a Survey of Post- Retirement Risk and the Process of Retirement ... and would not have generally fit into the focus group population. In 2013, the SOA sponsored a series ...- Authors: Carol Bogosian
- Date: Feb 2018
- Competency: Communication
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy
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Interviews with Anna Rappaport and Tim Driver
and/or retirement age to reflecting increasing life expectancy, both now and into the future, and thereby ... Post- Retirement Risk and Process of Retirement survey found that pre- retirees expected to retire at ...- Authors: Society of Actuaries
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
- Publication Name: Retirement Section News
- Topics: Public Policy
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rsn-2018-iss96-cutler2
Or employers could provide annuities instead of life insurance. None of the various ideas will likely ... would be how extensive term life insurance is versus whole or universal life. If the annuity industry could ...- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Public Policy