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Highlights of 2023 Living to 100 Symposium
system. It is focused on late-in-life issues and having the best life possible during that period. It ... technical and lifestyle issues, with an emphasis on mortality and longevity trends and influences. Some of the ...- Date: Jul 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Longevity; Demography>Population data; Long-term Care; Long-term Care>Chronic health management - Long-term Care; Long-term Care>Long-term care insurance; Long-term Care>Long-term care facilities & home care; Demography>Mortality improvement
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Long-term Care and Caregiving: The Perspective of the Individual
This article summarizes and discusses a summary report on long-term care, caregiving and housing linked ... of Actuaries (SOA) will soon issue a new summary report focusing on findings about personal planning and ...- Authors: Anna M Rappaport
- Date: Jan 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Long-term Care
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An Introduction to Collective Defined Contribution Plans
performance of the plan trust investments and the mortality experience of the plan participants. The traditional ... balance to an annuity based on investment and mortality assumptions. Another approach is to have benefits ...- Authors: Mark Shemtob
- Date: Jul 2023
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Public Policy
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Optimizing QDIAs for Retirement
Spending to Household Income From 2001–2013, by Age Group The EBRI Issue Brief also studied the decumulation ... Asset Group: ≥ $500,000 -11.8% Middle Asset Group: $200,000 - $500,000 -27.2% Low Asset Group: < $200 ...- Authors: Paul Donahue
- Date: Jun 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
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The Future of Defined Contribution Plans
decumulation phase. Patrick Ring (PR): What are some survey results showing how DC participants feel about ... Research Institute’s 2023 Retirement Confidence Survey, “the share of workers reporting that they feel ...- Authors: Patrick Ring
- Date: Jan 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century
any savings.6 And, amazingly, the most recent report to Congress on retirement preparation decision-making ... Century RETIREMENT SECTION NEWS | 5 a grandfathered group while concurrently curtailing employer financial ...- Authors: Jack Towarnicky
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retiree medical; Long-term Care>Funding - Long-term Care
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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
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The Withdrawal Liability Interest Rate Puzzle
plans, which are typical for industries in which a group of employers contributes to a pension plan under ... actuarial assumptions, notably an interest rate and a mortality table. As a result, a variety of approaches to ...- Authors: Hal Tepfer
- Date: Mar 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
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CRITs: An Alternative Retirement Income Approach
form of the annuity, which would include “life only,” “life with a term certain,” “joint and survivorship ... prospect of an early death would likely not select the “life only” option. The CRIT would invest in a collective ...- Authors: Mark Shemtob
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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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