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  • Good Research Reads
    Good Research Reads Recently completed experience and research studies from the SOA. Mortality;Long-term ... research studies from the SOA. Mortality;Long-term care;Mortality rates;Mortality tables;Cash flow testing ...

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    • Authors: Society of Actuaries
    • Date: Jan 2015
    • Competency: Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Experience Studies & Data>Mortality; Long-term Care>Long-term care insurance; Pensions & Retirement>Retirement risks
  • Researching Retirement Concerns, Living Well and Managing Finances
    Researching Retirement Concerns, Living Well and Managing Finances Highlights from recent research reports focusing ... Retirement planning;Retiree medical;Long-term care=LTC 6442468093 4/1/2016 12:00:00 AM ...

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    • Authors: R A Hall
    • Date: Apr 2016
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Long-term Care>Long-term care insurance; Pensions & Retirement>Retirement risks
  • Perspective on the Diverse Risks Project
    Perspective on the Diverse Risks Project Article suggests future steps with regard to this ... Defined contribution plans;Payout annuities;Long-term care;Women and retirement;Risk management in retirement ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2017
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Management of Post-retirement Finances for Age 85+
    Management of Post-retirement Finances for Age 85+ Provides anecdotal information on management ... discussion. Aging;Retirement risk management;Long-term care;Financial management;Advice 6442475609 2/1/2017 ...

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    • Authors: Sally Hass, Anna M Rappaport
    • Date: Feb 2017
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • “Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees
    in retirement, including the impact of long‑ term care, and analyzing results by income level. Since both ... methodology from the prior surveys (see below), direct year‑by‑year comparisons of survey results should ...

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    • Authors: Cynthia Levering
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Thinking about Spending in Retirement: Findings from SOA and EBRI Research
    consistently have shown “re‑ ducing spending” as the primary risk management strategy. The 2015 focus groups ... Retirement. Additional research focuses on Health Care Spending and Utili- zation: Issue Brief 411, February ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
  • Ripe for Retirement: How and When Will People Retire in the Future?
    decisions (when a spouse retires), the need to provide care and help to other family members, health issues ... retirement at any particular time. With DC primary plans, many people are reluctant to retire, and ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2015
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Retirement is about More than Money
    health care, both now and in retirement. They are confused about high deductible health care plans and ... Medicare will cover all their health care costs, including long- term care. We also see that employees don’t ...

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Good Research Reads
    Good Research Reads Recently completed research projects from the Society of Actuaries. ... Canada. This SOA report looks at shocks on long-term care, home maintenance, divorce, medical costs, widowhood ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference
    if they acted in good faith and with reasonable care. Shielding financial institu- tions and employees ... employees who acted in good faith and with reasonable care. Having both adds an additional layer of protection ...

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    • Authors: Monica Dragut
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
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