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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 ... published in April 2023 on Megatrends Impacting the Future of Retirement Plans. megatrends, retirement By ...- 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
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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums ... Sums The is the abstract for a paper that discusses retirement planning information and the signals it ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums
The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums ... planning information and the signals it provides. It focuses on the issue of communicating lump sum versus ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age?
institutional influences, and social standards. The paper then attempts to create a decision-making framework ... framework in which to accommodate this range of influences. From Retirement Needs Framework, M-RS00-1 ...- Authors: Linda Brothers
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Housing in Retirement Round Table Transcript
Housing in Retirement Round Table Transcript Transcript of a round table discussion on Housing in ... in Retirement Round Table Transcript Transcript of a round table discussion on Housing in Retirement ...- Authors: Society of Actuaries, Anna M Rappaport
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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What Research Results Do I Want to Share?
From the 2010 Long Term Care Think Tank Session, a summary on the activities and findings of the Committee ... understanding and mechanisms to assist in the distribution phase of retirement, by developing middle market ...- Authors: Anna M Rappaport
- Date: Mar 2010
- Competency: Communication; Leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making
- Topics: Actuarial Profession>Professional associations; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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Spending and Investing in Retirement - Is There a Strategy?
report presents the results of six focus groups with retirees who have at least $100,000 of investable assets ... sufficient amounts of annuitized income from Social Security and defined benefit plans to meet all of their expenses ...- Authors: Eric Sondergeld, Mathew Greenwald, Sally Bryck
- Date: Jan 2006
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Personal Risk Manager: Driver of Resilience
Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual ... individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Signals, Retirement Options, Phased Retirement and Retirement Decisions
Presented at the 2008 Retirement 20/20 Conference Defining the Characteristics of the 21st Century Retirement System ... Copyright 2009 by the Society of Actuaries. All rights reserved by the Society of Actuaries. Permis ...- Authors: Anna M Rappaport
- Date: Nov 2008
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
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Process of Retirement - Key Findings and Issues
Process of Retirement - Key Findings and Issues As the retirement system has shifted to a greater focus ... grown in importance. This report covers the study of the process of retirement. Phased retirement;Retirement ...- Authors: Society of Actuaries
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks