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Perspective on the Diverse Risks Project
Perspective on the Diverse Risks Project Article suggests future steps with regard to this ... Defined contribution plans;Payout annuities;Long-term care;Women and retirement;Risk management in retirement ...- Authors: Anna M Rappaport
- Date: Feb 2017
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Management of Post-retirement Finances for Age 85+
Management of Post-retirement Finances for Age 85+ Provides anecdotal information on management ... discussion. Aging;Retirement risk management;Long-term care;Financial management;Advice 6442475609 2/1/2017 ...- Authors: Sally Hass, Anna M Rappaport
- Date: Feb 2017
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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“Survey Says”: 2015 Survey of Post-Retirement Risks and the Experience of Long-Term Retirees
in retirement, including the impact of long‑ term care, and analyzing results by income level. Since both ... methodology from the prior surveys (see below), direct year‑by‑year comparisons of survey results should ...- Authors: Cynthia Levering
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
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Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings
Providing a financially secure retirement is a primary ob‑jective for any employment‑based retirement ... and secure income throughout retirement. The primary chal‑ lenges in doing so are well understood. Retirees ...- Authors: Paul Yakoboski
- Date: Sep 2016
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Annuities>Payout annuities; Annuities>Policyholder behavior - Annuities
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Thinking about Spending in Retirement: Findings from SOA and EBRI Research
consistently have shown “re‑ ducing spending” as the primary risk management strategy. The 2015 focus groups ... Retirement. Additional research focuses on Health Care Spending and Utili- zation: Issue Brief 411, February ...- Authors: Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
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How Well Are Americans Nearing Retirement Doing
age net worth and average net worth outside of primary resi- dence for the middle quintile for Americans ... nonfinancial values) Average net worth excluding primary residence (000s) 1989 $175.3 $62.8 1992 184 ...- Authors: Anna M Rappaport, Committee on Post Retirement Needs and Risks
- Date: Sep 2015
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
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Investment Choice, and Where the Actuary Chooses to Stand
financial hardship such as medical or long term care needs. The Internal Revenue Service should put ... sounds empowering to give employ- ees the right to direct their own investments in DC plans. But the reality ...- Authors: Mark Levins O'Reilly
- Date: Jan 2014
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Annuities>Investment strategy - Annuities; Finance & Investments>Investment strategy - Finance & Investments; Life Insurance>Investment strategy - Life Insurance
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A Portfolio Approach to Retirement Income Security
unforeseen expenses, such as medical or long-term care • Preserve the ability to apply unused funds as ... face significant risks for medical and long-term care expenses. In theory, both of these risks can be ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Retirement is about More than Money
health care, both now and in retirement. They are confused about high deductible health care plans and ... Medicare will cover all their health care costs, including long- term care. We also see that employees don’t ...- Authors: Gregory A Ward
- Date: Sep 2017
- Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Helping Your Employers Choose Between a Lump Sum or a Monthly Pension
Helping Your Employers Choose Between a Lump Sum or a Monthly Pension Provides an overview ... not a retiree has long‑term care insurance. Retir‑ ees without long‑term care insurance may need significantly ...- Authors: Carol Bogosian, Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans