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  • Committee on Post Retirement Needs and Risks
    Committee on Post Retirement Needs and Risks Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

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    • Authors: Anna M Rappaport
    • 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
  • 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 importance of behavioral economics Retirement income;pension benefits;behavioral economics ...

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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
  • The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program
    The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program This paper is a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) plans; Financial ...

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    • 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
  • Author’s Response to Comments by Faisal Siddiqi
    Author’s Response to Comments by Faisal Siddiqi This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution plans=DC plans=401(k) ...

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    • 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
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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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
  • 2015 National Academy of Social Insurance Roundtable: The Link between Retirement Security and Long-Term Care
    2015 National Academy of Social Insurance Roundtable: The Link between Retirement Security and Long-Term Care This article summarizes the presentations by the Society of Actuaries and the Academy ...

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    • Authors: John Cutler
    • Date: Apr 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Health & Disability>Public financing - Health & Disability; Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care; Modeling & Statistical Methods>Dynamic simulation models; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans; Public Policy; Public Policy; Public Policy; Social Insurance>Medicaid; Social Insurance>Medicare
  • Workers and Retirees Could Pool Risk with Tontine Annuities
    Workers and Retirees Could Pool Risk with Tontine Annuities The survivor principle--that the share of each, at death, is enjoyed by the survivors--can be used to design tontine annuities and ...

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    • Authors: Jonathan Barry Forman
    • Date: May 2018
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Public Policy
  • Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program”
    Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program” This paper is a comment on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution ...

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    • Authors: Faisal Siddiqi
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Retirement: Choosing Between Bismarck and Copernicus
    Retirement: Choosing Between Bismarck and Copernicus Top down approach to retirement results in wasting the human capital of retirees. We should concentrate, instead on allowing our clients to ...

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    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News; Risk Management
    • Topics: Annuities>Product development - Annuities; Pensions & Retirement>Plan design; Public Policy
  • Retirement Adequacy in the United States: Should We be Concerned?
    Retirement Adequacy in the United States: Should We be Concerned? An interview providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement ...

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    • Authors: Deborah Tully, Julie Curtis
    • Date: Oct 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
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