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  • 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
  • Diverse Risks 2016 Call for Essays
    54 News Flash: Retirement Takes Over Long-Term Care John Cutler 57 How the American Retirement Savings ... Stop-Loss: Adapting Life Insurance to Meet Long-Term Care Needs Morris Tenenbaum 86 Decisions Misaligned ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Interviews with Anna Rappaport and Tim Driver
    them in the private sector. • Revisit Medicare primary/secondary rules. These rules require Medicare ... employee. Medicare is primary for most Americans when they reach 65, and health care costs tend to rise ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: 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
  • Book Review: Social Security - Today And Tomorrow by Robert M. Ball
    Book Review: Social Security - Today And Tomorrow by Robert M. Ball A review of a book by a ... very oldest people develop additional needs for care. As to the maximum taxable and cred- itable earnings ...

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    • Authors: Robert J Myers
    • Date: Oct 1978
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Public Policy; Social Insurance>Social Security
  • 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
  • Behavioral Economics is Important to All of Us An interview with Tom Toale
    Behavioral Economics is Important to All of Us An interview with Tom Toale Tom Toale discusses the ... annuity—fixed payments for the lives of the primary annuitant and spouse. We’ll limit ourselves to ...

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    • Authors: Society of Actuaries
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy