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Financial Education: Employer Trends, Liability and Considerations
Financial Education: Employer Trends, Liability and Considerations This article describes the need for and the benefits of implementing a financial education program for employees Asset ...- Authors: Rick Storms
- Date: Dec 1998
- Competency: Strategic Insight and Integration
- Publication Name: Small Talk
- Topics: Finance & Investments; Pensions & Retirement
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The Actuary Vol. 23, No. 5 Symposium On The Future Of Retirement
The Actuary Vol. 23, No. 5 Symposium On The Future Of Retirement In 1986, the Society of Actuaries identified a number of external trends that could have a substantial impact on future retirement ...- Authors: Peter W Plumley
- Date: May 1989
- Competency: Strategic Insight and Integration
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement
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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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A View from the SOA’s Staff Fellow for Retirement
A View from the SOA’s Staff Fellow for Retirement Staff Fellow introductory column with discussion of the role of actuaries for defined contribution plans and recently released research on ...- Authors: Society of Actuaries
- Date: Jun 2019
- Competency: Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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The Upsides, downsides To Individual Social Security Accounts
The Upsides, downsides To Individual Social Security Accounts This article presents a summary of ideas discussed in a 1999 symposium on the subject of the pros and cons of privatization as an ...- Authors: Society of Actuaries
- Date: Sep 1999
- Competency: Strategic Insight and Integration
- Publication Name: The Actuary Magazine
- Topics: Global Perspectives; Pensions & Retirement; Social Insurance>Social Security
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Paygo Vs. Individual Accounts: Two Views
Paygo Vs. Individual Accounts: Two Views This overview of the pros and cons of individual accounts and the paygo system was offered by two speakers at the 1999 symposium, “Impact of Social ...- Authors: Society of Actuaries, Peter Ferrara, Robert Brown
- Date: Sep 1999
- Competency: Strategic Insight and Integration
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement; Social Insurance
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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
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Why Glide Paths Should Evolve
Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths ...- Authors: Dimitry D Mindlin
- Date: Jun 2022
- Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
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The Future of Defined Contribution Plans
The Future of Defined Contribution Plans An interview with Michelle Richter-Gordon which provides a look at how DC participants feel about their financial security in retirement and suggests how ...- 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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Megatrends Impacting the Future of Retirement Plans
Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.- Authors: Esther W Peterson
- Date: Oct 2023
- Competency: Leadership; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks