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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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What Retirement Plan Features Do Employees Really Want?
What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Beware the Flaw of Averages: Hidden Longevity Diversity can Materially Change Decision-making
Beware the Flaw of Averages: Hidden Longevity Diversity can Materially Change Decision-making All things considered, caution needs to be applied to the use of so-called “standard” mortality ...- Date: Dec 2020
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Demography; Pensions & Retirement
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Keeping Retirement Plans Secure in an Insecure World
The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with ...- Authors: Eric Sondergeld, Alison Salka
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Impact of COVID-19 on Family Dynamics in Retirement
Impact of COVID-19 on Family Dynamics in Retirement This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement ...- Authors: Society of Actuaries
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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The Role of Actuarial Audits in Performing Due Diligence
The Role of Actuarial Audits in Performing Due Diligence Retirement plan trustees are tasked with retirement plan administration. Trustees are responsible for hiring service providers and ...- Authors: Louise M Gates
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans
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Inequalities In Retirement Security: Unique Challenges for African American Households
An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a ...- Authors: Patrick Ring
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Call for Papers 2023, Living to 100 Symposia January 15-18, 2023, Orlando, Florida First Quarter 2023 Asia-Pacific Region
Call for Papers 2023, Living to 100 Symposia January 15-18, 2023, Orlando, Florida First Quarter 2023 Asia-Pacific Region In 2023, the Society ...- Date: Sep 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Working Longer: How and When We Retire
Working Longer: How and When We Retire As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to ...- Authors: Anna M Rappaport
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement