1
-
34
of
34
results (0.72 seconds)
Sort By:
-
Working and the Retirement Journey Essay Collection
preferences 2. Employer Business Intelligence (BI): Dynamic BI for insurance leaders illustrating rapid cost-benefit ... set of circumstances. To bridge the gap, more dynamic, personalized intelligence dashboards that offer ...- Authors: Society of Actuaries
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
-
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age The Aging ... two [people] they're more focused on the family dynamic of not wanting to have anybody feel left out ...- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
-
Retirement Planning Tools
Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program ... Retirement planning is one of the more complex and dynamic aspects of personal financial planning. A periodic ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
-
Managing the Impact of Long-Term Care Fast Facts
Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the ... Features o Home Equity and At‐Need Annuities—A Dynamic Long‐Term Care Funding Duo o Can Long Term Care ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
-
The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity
The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity The ... Plans at Age 51 Retirement plan balances are dynamic, dependent upon both age and how long a person ...- Authors: Society of Actuaries
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Spotlight On Retirement, South Korea
Spotlight On Retirement, South Korea Asia is experiencing changing demographic, social, ... crucial for financing the system. Therefore, as the dynamic of aging is anticipated to increase considerably ...- Authors: Saurav Biswas
- Date: Aug 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
-
New CPP Enhancements: What do they mean for Canadian workers
retirement income system is an integrated and dynamic one, made up of complex tax and social benefit ... therefore, using Statistics Canada’s LifePaths dynamic microsimulation model of the Canadian population ...- Authors: Bonnie-Jeanne MacDonald
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
-
Post Retirement Experiences of Individuals over 85 Years Old
Post Retirement Experiences of Individuals over 85 Years Old This research summarizes surveys of individuals ... 11 • The role of family is an important dynamic in financial wellness in general as the elderly ...- Authors: Society of Actuaries, Brian J Perlman
- Date: May 2018
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
-
Save and Grow: Considerations for Future Financial Freedom
Save and Grow: Considerations for Future Financial Freedom How assumptions like market ... discussed earlier, even passive asset allocation is a dynamic process. It is important for an investor to Table ...- Authors: Ramandeep Nagi
- Date: Apr 2017
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Retirement risks
-
Good Research Reads
Good Research Reads Recently completed experience and research studies from the SOA. Mortality;Long-term ... flow risk management of insurance firms under a dynamic factor modeling framework. To view a complete ...- 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
-
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups ... decision and supported it. It appears that the dynamic is that people find work increasingly difficult ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Lump Sum and Risk Transfer: Why Defi ned Benefi t Plan Sponsors Should Consider Risk Transfer as Early as 2012
Lump Sum and Risk Transfer: Why Defi ned Benefi t Plan Sponsors Should Consider Risk Transfer ... Sean has worked with large plans to imple- ment dynamic de-risking strategies, including detailed analyses ...- Authors: Sean C Brennan
- Date: Feb 2013
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Risk Management
- Topics: Enterprise Risk Management>Risk measurement - ERM; Pensions & Retirement>Pension accounting; Pensions & Retirement>Retirement risks
-
The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a ... level until retirement (subject to a possible dynamic adjustment discussed in the section on the tracker ...- Authors: Rowland Davis
- Date: Dec 2012
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
-
Managing Systemic Risk in Retirement Systems
Managing Systemic Risk in Retirement Systems This article recommends actions to key stakeholders ... retirement education programs could incorporate dynamic modelling of employee’s retirement income, taking ...- Authors: Minaz Lalani
- Date: Dec 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Risk Management
- Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement>Retirement risks
-
Managing Post-Retirement Risks - A Guide to Retirement Planning
Managing Post-Retirement Risks - A Guide to Retirement Planning This document summarizes the many ... risks they face. The Retirement Risk Chart is a dynamic document, in the sense that the SOA updates it ...- Authors: Society of Actuaries
- Date: Oct 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
When to Commence Income Anniuities
When to Commence Income Anniuities 'This paper looks at the issue of the timing the commencement ... use the Annuity 2000 Basic Mortality Table with dynamic mortality improvement projection, recognizing ...- Authors: Jeffrey Dellinger
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Managing Systemic Risk in Retirement Systems
Managing Systemic Risk in Retirement Systems Potential actions are recommended for key stakeholders ... retirement education programs could incorporate dynamic modelling of employee’s retirement income, tak- ...- Authors: Minaz Lalani
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement>Retirement risks
-
Segmenting the Middle Market: Retirement Risks and Solutions – Phase II Report
Segmenting the Middle Market: Retirement Risks and Solutions – Phase II Report This is ... underestimated by retirees. Life expectancy is dynamic in that the projected average age at death continually ...- Authors: Application Administrator
- Date: Sep 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age
show the likely confidence interval to which a dynamic quanti- ty may belong in a particular future year ... investor underlying their model was assumed to be a dynamic utility maximizer with constant relative risk ...- Authors: Arnold Shapiro
- Date: Aug 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Retirement Planning Software and Post-Retirement Risks
Retirement Planning Software and Post-Retirement Risks With the decline in traditional defined benefit ... 3 One program notes that when using dynamic programming methods, it is computationally difficult ...- Authors: Hazel Witte, John A Turner
- Date: Dec 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
-
Retirement Decisions: Avoiding Dangerous Assumptions and Missteps
Retirement Decisions: Avoiding Dangerous Assumptions and Missteps One of the significant ... risks in retirement are complex, interrelated and dynamic. Transferable and poolable risks include longevity ...- Authors: Anna M Rappaport, Susan S. Spraker
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
-
Sharpen Your Competitive Edge with Retirement Options for Annuities
Sharpen Your Competitive Edge with Retirement Options for Annuities This article discusses the ... saved, retirement income planning is becoming a dynamic busi- ness opportunity area right now. How Can ...- Authors: Wendy McCullough
- Date: Jun 2008
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Small Talk
- Topics: Pensions & Retirement>Retirement risks
-
On Simulation-Based Approaches to Risk Measurement in Mortality with Specific Reference to Binomial Lee-Carter Modeling Abstract
On Simulation-Based Approaches to Risk Measurement in Mortality with Specific Reference to Binomial ... values in both period and cohort frameworks. Dynamic simulation models;Mortality modeling;Predictive ...- Authors: Steven Haberman, Arthur Renshaw
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Experience Studies & Data>Mortality; Pensions & Retirement>Retirement risks
-
On Simulation-Based Approaches to Risk Measurement in Mortality with Specific Reference to Binomial Lee-Carter Modeling
On Simulation-Based Approaches to Risk Measurement in Mortality with Specific Reference to Binomial ... values in both period and cohort frameworks. Dynamic simulation models;Mortality modeling;Predictive ...- Authors: Steven Haberman, Arthur Renshaw
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Experience Studies & Data>Mortality; Pensions & Retirement>Retirement risks
-
A Study of the Lee-Carter Model with Age-Shifts
A Study of the Lee-Carter Model with Age-Shifts We propose an age-shift model to modify the LC model ... can be hedged. These studies all make use of a dynamic mortality model to deal with mortality risk.- Authors: Ching-Syang Jack Yue, HONG-CHIH HUANG, Sharon Yang
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Pricing - Annuities; Demography>Longevity; Experience Studies & Data>Mortality; Global Perspectives; Pensions & Retirement>Retirement risks
-
Key Findings and Issues-Phases of Retirement
research presented in this report focuses on the dynamic of what people say and what they do. Much of ... the retirement experience can actually be quite dynamic and defined by distinctive phases. In considering ...- Authors: Ruth Helman
- Date: Jan 2007
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Addressing the Financial Risks from Retirement Systems Seminar: Putting Retirement System Risk into Context
Addressing the Financial Risks from Retirement Systems Seminar: Putting Retirement System Risk ... on their part or whether it's part of this new, dynamic, churning, labor-industrial environment, I'm not ...- Authors: Phyllis C Borzi, James C Hickman, Anna M Rappaport
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Retirement risks
-
Retirement Probability Analyzer Software
most appropriate because they are equipped with dynamic link library (DLL) files, which the program relies ... have additional parameters governing their dynamic behavior. The variable annuity requires the following ...- Authors: Moshe Arye Milevsky
- Date: Aug 2004
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
-
Retirement Implications of Demographic and Family Change Symposium Monograph: Financial Analysis on Retirement Implications for Women
Institution to develop a model (CORSIM). CORSIM is a dynamic micro simulation model based on the 1960 decennial ... allocation example indicates the urgent need for dynamic change in the Social Security Benefit policy.- Authors: Lijia Guo, Lorrie Hoffman
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Retirement risks
-
Retirement Needs Framework, Chapter 7: Distributional Changes in Income and Wealth upon Widowhood - Implications for Private Insurance and Public Policy
Retirement Needs Framework, Chapter 7: Distributional Changes in Income and Wealth upon ... Timing, and Events Asso- ciated with Poverty: A Dynamic View of Poverty in Retirement," Journal of Gerontology ...- Authors: Karen Holden, Cathleen Zick
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks; Social Insurance>Survivor benefits
-
Retirement Needs Framework, Chapter 15: Retirement and Health - Estimates and Projections of Acute and Long-Term Care Needs and Expenditures of the U.S. Elderly Population
Retirement Needs Framework, Chapter 15: Retirement and Health - Estimates and Projections ... strategy would be to project them jointly using a dynamic model in which health, disability, and mortality ...- Authors: P J Stallard
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Modeling & Statistical Methods>Forecasting; Pensions & Retirement>Retirement risks
-
Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - Issues for Baby Boom Retirement
Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - ... D.C.: U.S Department of Commerce. is this dynamic that basically seals a woman's retire- ment fate ...- Authors: Kelly O'Brien, Nancy Dailey
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Demography>Gender factors; Economics>Behavioral economics; Pensions & Retirement>Retirement risks
-
Retirement Needs Framework, Chapter 9: Is Your Standard of Living Sustainable during Retirement? Ruin Probabilities, Asian Options, and Life Annuities
hit zero while 2A richer model would allow for dynamic portfolio strategies in which the investor can ... time. Indeed, a full theory of continuous time dynamic programming has been applied to investment-consumption ...- Authors: Moshe Arye Milevsky, Christopher Robinson
- Date: Jan 2000
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Modeling & Statistical Methods; Pensions & Retirement>Retirement risks
-
Home Equity Conversion Plans for the Elderly
Home Equity Conversion Plans for the Elderly This paper establishes the need for home equity ... have resulted in mortgages which allow for a more dynamic mortgage lending rate. That is to say, a guarantee ...- Authors: Giovanni DiMeo
- Date: Jan 1996
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Actuarial Research Clearing House
- Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Retirement risks