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  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    century, due to substantial improvements in mortality and the resulting increases in life expectancy ... increased due to continuous improvements in mortality, resulting in increasing periods of retirement ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Longevity
    Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement ... sources for commentary. Longevity; Longevity risk; Mortality risk; Retirement income; Retirement planning; ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues
    retirement risks survey series has spanned two major U.S. recessions, the similarity in results between surveys ... substantially earlier I N T R O D U CT I O N A N D B AC KG R O U N D 55 than pre-retirees said ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
    Expenses Vary S H O C KS A N D U N E X P E CT E D E X P E N S E S : K E Y F I N D I N G S FOCUS GROUP ... to step in and help her just putting food on the table and that sort of stuff. We pay his child support ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    Post-Retirement ... 3 © 2016 Society of Actuaries TABLE OF CONTENTS Section 1: Executive Summary .... ... manageable. The exceptions are among those in the U.S. who do not buy a supplemental health insurance ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Personal Risk management
    Key Findings and Issues - Personal Risk management This report presents findings ... management. Plans made and actions taken throughout people’s formative working lives develop their “life portfolios ...

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    • Authors: Mathew Greenwald
    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt
    data from the Consumer Expenditures Study that U.S. Bureau of Labor Statis- tics (BLS) published in ... more choices S P E N D I N G A N D D E BT T R E N D S : K E Y F I N D I N G S to make. This ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Working in Retirement
    retirement. Discussion While all five factors in the table below can improve security in retirement, the greatest ... Human Resources, 43(1), 30–56, 2008. 7 Reynolds, S., N. Ridley and C.E. Van Horn, “A Work-Filled Retirement: ...

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    • Authors: Society of Actuaries
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement:Key Findings & Issues
    other related research. I N T R O D U CT I O N A N D B AC KG R O U N D 5 Perspectives and Overview ... lifetime income product. I N T R O D U CT I O N A N D B AC KG R O U N D 7 Expanded Discussion of the ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews ... Individuals 85+ Years Old Fast Facts Thank You The SOA’s Committee on Post-Retirement Needs and Risks would ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks