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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 ...

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    • 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
  • 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; ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 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' ...

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    • Authors: Application Administrator, Mathew Greenwald
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
  • 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 ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Plans: Questions as We Near the Year 2000
    Retirement Plans: Questions as We Near the Year 2000 This presentation from the 1998 Actuarial Research Conference is about about retirement plans in the late 1990's. From Actuarial ...

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    • Authors: Anna M Rappaport
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Actuarial Research Clearing House
    • Topics: Pensions & Retirement>Retirement risks
  • Improving Retirement Security
    Improving Retirement Security This article discusses the risks of retirement and how those risks impact attaining a secure retirement in a defined contribution world. Defined benefit plans=DB ...

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    • Authors: Jeff D Clymer, Anna M Rappaport, Stacy Schaus
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Authors: Society of Actuaries
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Managing Retirement in Light of Diverse Risks
    Managing Retirement in Light of Diverse Risks Summary of call for essays on three subjects: Defined Contribution Plan Risk Management Strategies, Decumulation in Retirement and Long Term Care ...

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    • Authors: Society of Actuaries
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Software and Post-retirement Risks: Executive Summary
    Retirement Planning Software and Post-retirement Risks: Executive Summary This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • 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 ...

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    • Authors: Noel Abkemeier
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks