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  • Changing the Retirement Advice Conversation
    Changing the Retirement Advice Conversation Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact ...

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    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Aging and Retirement Issues for People of Different Races and Ethnicities-Essay Collection
    Aging and Retirement Issues for People of Different Races and Ethnicities-Essay Collection The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Mom Has Me; I Won't Have a Me: The Impact of Caregiving on the Retirement Security of Immigrant Family Caregivers
    Mom Has Me; I Won't Have a Me: The Impact of Caregiving on the Retirement Security of Immigrant Family Caregivers The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program ...

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    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Immigrants Age Too: Projections of the Magnitude of the U.S. Undocumented Adult Population
    Immigrants Age Too: Projections of the Magnitude of the U.S. Undocumented Adult Population The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with ...

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    • Authors: Josefina Flores Morales
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Effects of Ephemeral Mass Unemployment
    Effects of Ephemeral Mass Unemployment Essay submission on impact of COVID-19 5/21/2020 12:00:00 AM ...

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    • Authors: H Lund
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Employers Should Consider a Single Plan Document
    Employers Should Consider a Single Plan Document An “eligible combined plan”allows the promise, funding and delivery of both pension benefits funded by the employer and salary deferrals funded by ...

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    • Authors: Barry Kozak
    • Date: May 2018
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Will Retirement Change Due to COVID-19?
    Will Retirement Change Due to COVID-19? Essay submission on impact of COVID-19 on retirement. 7/10/2020 12:00:00 AM ...

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    • Authors: Linda Koco
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Reimagining the Retirement Transition Journey: How Employees and Employers Are Enhancing Traditional Paradigms
    Reimagining the Retirement Transition Journey: How Employees and Employers Are Enhancing Traditional Paradigms An essay received in response to the Committee on Post Retirement Needs and Risks ...

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    • Authors: Varun Balutia
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Necessary Family Financial Support Perpetuates Racial Wealth Inequality Across Generations-Evidence from the Coronavirus Pandemic
    Necessary Family Financial Support Perpetuates Racial Wealth Inequality Across Generations-Evidence from the Coronavirus Pandemic The Society of Actuaries’ (SOA) Aging and Retirement Strategic ...

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    • Authors: Dania V. Francis , Christian Weller
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Retirement Readiness and the Value of Future Social Security
    Retirement Readiness and the Value of Future Social Security Retirement readiness planning is difficult because the value of a person's future Social Security benefits is uncertain, given ...

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    • Authors: John Turner
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
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