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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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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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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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Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report
Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth ...- Authors: Application Administrator, Brent Hamann
- Date: Apr 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Post-Retirement Experiences of Individuals 85+ Years Old
Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...- Authors: Brian J Perlman
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups This is a report examining the decision process to retire and views on managing assets after ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How ...- Authors: Society of Actuaries
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report
Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report The objective of the Phase I research effort was to further the Committee’s work by ...- Authors: Noel Abkemeier
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks