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  • The Declining Role of Families in the U.S. Retirement System
    The Declining Role of Families in the U.S. Retirement System Retirement income can be provided by Social ... and marriage rates, the role of families in the U.S. retirement system has declined. Financial Security ...

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    • Authors: John A Turner
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • A Framework for Multilayered Post-Retirement Financial Planning
    A Framework for Multilayered Post-Retirement Financial Planning This paper outlines ... This paper outlines a framework for formulating one’s post-retirement planning strategy. Financial Planning;Retirement ...

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    • Authors: Joonghee Huh
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement>Retirement risks
  • Caregiving and What We Have Learned So Far
    recently stated that nearly 44 million people in the U.S. are caregivers.1 To put that in context, there ... Institute. 2015. 2015 Report: Caregiving in the U.S. http://www.aarp.org/ content/dam/aarp/ppi/2015/ ...

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    • Authors: John Cutler
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Demography; Finance & Investments; Health & Disability; Long-term Care>Long-term care insurance
  • Calculating ROI: Benefits of Workplace Financial Wellness
    potentially leave thousands of dollars on the table 9 Deloitte, “The Deloitte Millennial Survey 2016: ... health care costs, delayed retirement and turnover. Table 1 shows the total a company could save across all ...

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    • Authors: Gregory A Ward
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration
    • Topics: Experience Studies & Data; Modeling & Statistical Methods
  • How to Make Sure that You Take the Right Road to Enterprise Risk Management
    How to Make Sure that You Take the Right Road to Enterprise Risk Management There are many ... models, such as the rating agency mod- els, the U.S. risk-based capital (RBC) or the Solvency II standard ...

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    • Authors: David Ingram
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance
  • Retiree Medical Insurance Management: Perspectives from an Independent Retiree Resource Center
    helped. Some of the other milestones are shown in Table 1. These metrics present an idea of the need for ... for services and the population demographics. Table 1 RRC Metrics (Sept. 1, 2014, to Jan. 31, 2019) ...

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    • Date: Jun 2019
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Economics>Health economics; Pensions & Retirement>Retiree medical; Social Insurance>Medicare; Social Insurance>Postemployment benefits