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Session 122: Financial Wellbeing
Session 122: Financial Wellbeing The importance of financial wellness has been increasingly recognized in the last few years. More organizations are sponsoring programs to assist people in ...- Authors: Jillian Kennedy, Nathan Christopher Zahm, Jeff Tulloch
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This is a summary of a multi-faceted research project focusing on how to help people better manage money ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Understanding and Managing Post Retirement Risks reports
Understanding and Managing Post Retirement Risks reports A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks. Retirement risk, ...- Authors: Society of Actuaries
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Inequalities In Retirement Security: Unique Challenges for African American Households
An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a ...- Authors: Patrick Ring
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Perspectives from Anna: Caregiving, Housing and Support and the Influence of COVID-19
Perspectives from Anna: Caregiving, Housing and Support and the Influence of COVID-19 This article provides an overview of the relationship to COVID-19 to issues related to caregiving, family and ...- Authors: Anna M Rappaport
- Date: Oct 2020
- Competency: Communication; External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Long-term Care; Long-term Care>Long-term care facilities & home care; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Family Structure, Roles and Dynamics Linked to Retirement Security
Family Structure, Roles and Dynamics Linked to Retirement Security This essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics ...- Date: Jun 2019
- Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Flexible Work and Phased Retirement: Practical Issues for Employers
Flexible Work and Phased Retirement: Practical Issues for Employers An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts ...- Authors: Anna M Rappaport
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Committee on Post- Retirement Needs and Risks 2019 Call for Essays: Products, Tools, and Strategies that Address Retirement Risks
Committee on Post- Retirement Needs and Risks 2019 Call for Essays: Products, Tools, and Strategies that Address Retirement Risks This fifth call for essays aimed to gather perspectives, opinions ...- Authors: Andrea Sellars, John Cutler
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Technology & Applications; Pensions & Retirement>Post retirement risks