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  • A Portfolio Approach to Retirement Income Security
    A Portfolio Approach to Retirement Income Security Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes ...

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    • 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
  • Designing and Communicating Retirement Plans for "Humans"
    Designing and Communicating Retirement Plans for "Humans" This essay advocates that the transition from DB to DC plans won't be complete until plan sponsors offer programs ...

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    • 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; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation
  • To Be Continued - Mathematics And The Good
    To Be Continued - Mathematics And The Good Article provides an excellent summary of the importance of mathematics, computer models for determining the future for human-based financial security ...

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    • Authors: Donald P Campbell
    • Date: Jun 1973
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Assumptions and methods
  • Call for Essays—The 2017–2018 Essay Contest Will Debate Whether This Time It’s Different
    Call for Essays—The 2017–2018 Essay Contest Will Debate Whether This Time It’s Different Invites readers to submit topics on the theme of "This Time It's Different. Members will then ...

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    • Authors: James Kosinski
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Economics>Behavioral economics; Enterprise Risk Management>Strategic risks
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • The Sustainability of the New American Entitlement: Actuarial Values and the ACA
    The Sustainability of the New American Entitlement: Actuarial Values and the ACA The article discusses the sustainability of the ACA individual market from a public entitlement standpoint. A key ...

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    • Authors: Gregory Fann
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Change management; Leadership>Influence; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: In The Public Interest
    • Topics: Economics>Behavioral economics; Economics>Financial markets; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability
  • Good Research Reads
    Good Research Reads Recently completed experience and research studies from the SOA. behavioral economics;mortality assumption;long-term care=LTC 6442456999 8/1/2014 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Aug 2014
    • Competency: Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Experience Studies & Data>Mortality; Long-term Care>Long-term care insurance
  • From the Outside Looking In: Helping People Age (Safely) in
    From the Outside Looking In: Helping People Age (Safely) in Describes benefits of updating homes for aging in place. Calls for stakeholders coalition of: building & tech sectors, LTCI, ...

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    • Authors: Louis Tenenbaum
    • Date: Apr 2018
    • Competency: Communication>Difficult message delivery; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Demography>Longevity; Economics>Behavioral economics; Economics>Health economics; Experience Studies & Data>Disability; Experience Studies & Data>Morbidity; Health & Disability
  • Financial Life Planning at Work
    Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • The Future of Retirement Planning is Already Here — It's Jus
    The Future of Retirement Planning is Already Here — It's Jus Many of the innovations and methods required to improve retirement security exist, but have not been pulled together into an ...

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    • Authors: Steve Chen
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics