Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Family Structure, Roles and Dynamics Linked to Retirement Security - Introduction
    Family Structure, Roles and Dynamics Linked to Retirement Security - Introduction Introduction to the essay collection, which shares thoughts and opinions on the current and potential impact that ...

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    • Authors: Andrea Sellars, John Cutler
    • Date: Jun 2019
    • Topics: Pensions & Retirement
  • Retirement Success and Elder Orphans
    Retirement Success and Elder Orphans Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • How Family Dynamics Influence Retirement Security
    How Family Dynamics Influence Retirement Security Many factors contribute to one’s ability to save and prepare for retirement. This essay examines the influence family structure has on retirement ...

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    • Authors: Gregory A Ward
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Don’t Forget the Role of Families in Lifetime Financial Security
    Don’t Forget the Role of Families in Lifetime Financial Security Offers an overview of how family contributes to retirement security. Discusses transfers between generations, high-age issues, ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • The Declining Role of Families in the U.S. Retirement System
    The Declining Role of Families in the U.S. Retirement System Retirement income can be provided by Social Security, employer-provided pension plans, personal savings and family support. With the ...

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    • Authors: John A Turner
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • 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 ...

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    • Date: Jun 2019
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center
    Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center This paper identifies and discusses issues affecting retirees’ abilities to successfully navigate ...

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    • Date: Jun 2019
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Economics>Health economics; Pensions & Retirement>Retiree medical; Social Insurance>Medicare; Social Insurance>Postemployment benefits
  • Retirement Security and Blended Families
    Retirement Security and Blended Families Explores how blended families are different and the same. Provides survey data on how people feel about responsibility in different types of families.

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    • Authors: Anna M Rappaport
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Population data; Pensions & Retirement
  • Introduction
    Introduction The primary motivation of this year’s call for essays was to identify potential solutions and new innovations being developed to assist workers and retirees better prepare for ...

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    • Authors: Andrea Sellars, John Cutler
    • Date: Jan 2019
    • Topics: Pensions & Retirement