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  • The 1979 Annual Report Of The Trustee Of The U.S. Social Security Programs - OASI And DI
    The 1979 Annual Report Of The Trustee Of The U.S. Social Security Programs - OASI And DI Article The ... Annual Report of the Trustees Of the U.S. Social Security Programs by Bartlett in The Actuary, June 1979 ...

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    • Authors: Dwight K Bartlett
    • Date: Jun 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Social Security
  • Don't Let Disability Derail Retirement Security
    Disability Derail Retirement Security Learn more about the conceptual and regulatory issues involved in providing ... disability benefits embedded within DC plans in the U.S., from an ERISA regulatory standpoint. Retirement ...
    • Authors: Anna M Rappaport
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • The Future of Retirement in China - Research Brief
    The Future of Retirement in China - Research Brief The results of new research on the current state ... state and future opportunity of the retirement market in China. financial planning;longevity;retirement planning ...

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    • Authors: Lauren Finnie
    • Date: Aug 2017
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Retiree medical; Pensions & Retirement>Retirement risks
  • Have You Hired Any 65-Year-Olds Lately?
    65-Year-Olds Lately? The editorial discusses the challenges and actuarial considerations of older workers remaining ... remaining in the workforce longer than they have in the past. phased retirement;retirement income;retirement ...

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    • Authors: Society of Actuaries, James Ramenda
    • Date: Aug 2014
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Comments on “Affordable Retirement Income through Savings and Annuities”
    through Savings and Annuities” This paper discusses the proposed compulsory savings program combined with ... performance and customer service. At retirement 50% of the account is annuitized in Participating Variable ...

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    • Authors: Charlene Moriarty
    • Date: Dec 2012
    • Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • The Feel Free Retirement Spending Strategy
    The Feel Free Retirement Spending Strategy The "feel free" strategy helps retirees understand ... want. The approach is very simple - divide your age by 20 and feel free to spend that percentage of your ...

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    • Authors: R Inglis
    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Women's Retirement Challenges
    Women's Retirement Challenges The current state of retirement security in the United States is a national ... is active in the SOA Committee on Post-Retirement Needs and Risks and previously was the East Region Retirement ...
    • Authors: Linda Stone
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy; Social Insurance>Social Security
  • Changing the Retirement Advice Conversation
    Changing the Retirement Advice Conversation Open Architecture retirement advice for average Americans ... Americans is still in the future; business model biases across all industry business silos may impact SPIA sales ...

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    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    Better Manage Retirement Finances The author encourages the use of sound actuarial principles to develop ... spending budgets instead of rule of thumb approaches commonly used. Allocation of capital;Alternative c ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • Today’s Retirement Risks Fact Sheet
    Risks Fact Sheet The Society of Actuaries SOA developed the ‘Risks and Process of Retirement Survey ... awareness of approaches to manage those risks. The survey analyzes the leading retirement risks of men and ...

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    • Authors: Society of Actuaries
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks