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  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    century, due to substantial improvements in mortality and the resulting increases in life expectancy ... increased due to continuous improvements in mortality, resulting in increasing periods of retirement ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues
    retirement risks survey series has spanned two major U.S. recessions, the similarity in results between surveys ... substantially earlier I N T R O D U CT I O N A N D B AC KG R O U N D 55 than pre-retirees said ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
    Expenses Vary S H O C KS A N D U N E X P E CT E D E X P E N S E S : K E Y F I N D I N G S FOCUS GROUP ... to step in and help her just putting food on the table and that sort of stuff. We pay his child support ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    Post-Retirement ... 3 © 2016 Society of Actuaries TABLE OF CONTENTS Section 1: Executive Summary .... ... manageable. The exceptions are among those in the U.S. who do not buy a supplemental health insurance ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt
    data from the Consumer Expenditures Study that U.S. Bureau of Labor Statis- tics (BLS) published in ... more choices S P E N D I N G A N D D E BT T R E N D S : K E Y F I N D I N G S to make. This ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement:Key Findings & Issues
    other related research. I N T R O D U CT I O N A N D B AC KG R O U N D 5 Perspectives and Overview ... lifetime income product. I N T R O D U CT I O N A N D B AC KG R O U N D 7 Expanded Discussion of the ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Housing in Retirement
    because the Pew data should be representative of the U.S. population. The same study also showed that among ... the long term. ■■ Housing in Retirement Round Table—September 2010— This provides a transcript of an ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Financial Wellness
    industry and the business community generally. The U.S. Consumer Financial Protection Bureau (CFPB) has ... Social Security, defined benefit pensions and annuity income. The choice of x% and y% probabilities ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Report of Findings
    2015 Risks and Process of Retirement Survey ... 3 © 2016 Society of Actuaries TABLE OF CONTENTS INTRODUCTION & METHODOLOGY ... 4 © 2016 Society of Actuaries TABLE OF FIGURES Figure 1: Concerns in Retirement ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
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