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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Key Findings and Issues-Longevity
Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary. Longevity; Longevity risk; ...- Authors: Society of Actuaries
- Date: Jul 2012
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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2005 Risks and Process of Retirement Survey
2005 Risks and Process of Retirement Survey This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' ...- Authors: Application Administrator, Mathew Greenwald
- Date: Mar 2006
- Competency: External Forces & Industry Knowledge
- Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
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Financial Priorities, Behaviors and Influence on Retirement
Financial Priorities, Behaviors and Influence on Retirement A highlight report on Financial Priorities stemming from a study on the financial perspectives of aging and retirement of Americans ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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How People Plan for Retirement
How People Plan for Retirement The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...- Authors: Anna M Rappaport
- Date: Feb 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Managing the Impact of Long-Term Care Fast Facts
Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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research-2014-retire-survey-findings
research-2014-retire-survey-findings This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from ...- Date: May 2014
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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The Financial Impact of Student Debt on Working and Retired Americans
The Financial Impact of Student Debt on Working and Retired Americans The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential ...- Authors: Society of Actuaries
- Date: Aug 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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2017 Risks and Process of Retirement Survey
2017 Risks and Process of Retirement Survey The Society of Actuaries’ Post Retirement Needs and Risks Committee has made available the full report for its biennial survey, Risks and Process of ...- Authors: Society of Actuaries
- Date: Jan 2018
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Women and Post-Retirement Risks
Women and Post-Retirement Risks The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...- Authors: Anna M Rappaport
- Date: Apr 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks