Announcement: SOA releases passing candidate numbers for May and June Exam FM.

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  • Caregiving and What We Have Learned So Far
    Caregiving and What We Have Learned So Far The article offers a more nuanced approach to caregiving ... Finance & Investments, Health & Disability, Long-Term Care, Pension & Retirement, Public Policy 6/12/2019 ...

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    • Authors: John Cutler
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance
  • Calculating ROI: Benefits of Workplace Financial Wellness
    program may contribute to reductions in health care costs, costs associated with delayed retirement ... recruiting, retaining and engaging employees. HEALTH CARE COST SAVINGS A 2014 study from the American Psychological ...

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    • Authors: Gregory A Ward
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration
    • Topics: Experience Studies & Data; Modeling & Statistical Methods
  • The Declining Role of Families in the U.S. Retirement System
    Historical Perspective Historically, families were the primary source of retirement support. People had large ... able to take care of themselves, older people relied on their adult children to take care of them, generally ...

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    • Authors: John A Turner
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • A Framework for Multilayered Post-Retirement Financial Planning
    basic expenses such as food, housing and health care to maintain a minimal lifestyle. • Cost of comfortable ... be utilized. For instance, the individuals with primary concerns on meeting the basic living cost would ...

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    • Authors: Joonghee Huh
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Retirement risks
  • How to Make Sure that You Take the Right Road to Enterprise Risk Management
    than planning. Much of this discontent is the direct consequence of a lack of clarity of direction ... management program. A firm like an insurer, whose primary business is risk tak- ing, needs to be clear whether ...

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    • Authors: David Ingram
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance
  • Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center
    facilities and state Medicare specialists and elder care services on site for consultation and referral ... access information. SET UP AUTOMATIC PAYMENTS AND DIRECT DEPOSITS Some retirees are afraid of automatic ...

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    • Authors: Society of Actuaries
    • Date: Jun 2019
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Economics>Health economics; Pensions & Retirement>Retiree medical; Social Insurance>Medicare; Social Insurance>Postemployment benefits