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Chairperson's Corner
Chairperson's Corner this article talks about the activities of the section research ;professional ... Chairperson's Corner this article talks about the activities of the section research ;professional ...- Authors: Aaron Weindling
- Date: Sep 2015
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Actuarial Profession>Professional development
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Decisions Misaligned with Priorities: The Non-Annuitization of Retirement Savings
conservatively to meet their financial objec‑ tives. (See Table 1.) Not only do annuitants and non‑annuitants tend ... should not drive the decision to not annuitize. (See Table 2.) EXPLAINING THE NON‑ANNUITANT DISCONNECT So ...- 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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A Portfolio Approach to Retirement Income Security
of their Social Security benefits or buying an annuity, but in the process, they’ll reduce the amount ... dividend income • Buying a guaranteed lifetime annuity from an insurance com- pany (think of it as a ...- 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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Perspectives from Anna:Responding to Challenges ....
5 h t t p s : / / w w w. s o a . o r g / N e w s - a n d - P u b l i ca t i o n s / P u b l i ca t i ... i o n s / E s s a y s / 2017-financial-wellness-essay-collection.aspx. 6 Carol Bogosian and I were ...- Authors: Anna M Rappaport
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Retirement risks
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Thinking about Spending in Retirement: Findings from SOA and EBRI Research
research consists of eight biennial surveys of the U.S. public about post-retirement risk and several sets ... what they had spent just before retirement. Table 1 Mean and Median Household Spending in 2011 Adjusted ...- 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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Investment Choice, and Where the Actuary Chooses to Stand
Investment ... 13 P E N S IO N S E C T IO N C A LL F O R E S S A Y S C O N T E S T 44 | PENSION ... measure our assets. Between 2002 and 2012, rising U.S. equity indices were broadly accompanied by a fall- ...- 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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Management of Post-retirement Finances for Age 85+
buying an annuity? If so, who would help you decide what to do? Several did not know what an annuity was ... $42, 805 $34,036 $35,315 $29,884 $30,610 $22,263 Table 1 Mean and Median Household Spending in 2011 Adjusted ...- 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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Helping Your Employers Choose Between a Lump Sum or a Monthly Pension
plan is often a better choice than purchasing an annuity in the open market. But if the amount of additional ... is to be considered, then a joint and survivor annuity may be a better choice. • Whether or not a retiree ...- Authors: Carol Bogosian, Anna M Rappaport
- Date: Sep 2016
- Competency: Leadership>Thought leadership
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined benefit plans
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Behavioral Economics is Important to All of Us An interview with Tom Toale
CAN WE LEARN FROM BEHAVIORAL ECONOMICS ABOUT ANNUITY PURCHASING? Let’s focus on individuals con- sidering ... sidering purchasing a simple life contingent annuity—fixed payments for the lives of the primary annuitant ...- Authors: Society of Actuaries
- Date: Sep 2015
- Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks; Public Policy
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Designing and Communicating Retirement Plans for "Humans"
in their DC plans, offering both investing and annuity solutions, and integrating with Social Security ... income from Social Security, pensions and/or an annuity, optimal solu- tions would invest remaining assets ...- 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