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Megatrends Impacting the Future of Retirement Plans
obligations in defined benefit plans, rising health care costs, inadequacies in Social Insurance systems ... sociocultural, economic, technological, health and long-term care, and environmental factors. The report addresses ...- Authors: Esther W Peterson
- Date: Oct 2023
- Competency: Leadership; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
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COVID-19, Retirement and the Future
travel is restricted, a great deal of routine health care has been delayed, and much more. While equity markets ... with defined contribution (DC) plans as their primary retirement plan. COVID-19 has changed the lives ...- Authors: Anna M Rappaport
- Date: May 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Working Longer: How and When We Retire
are offered much less frequently, the Affordable Care Act has reduced the economic necessity of staying ... the health plans offered through the Affordable Care Act markets can be quite expensive, except for people ...- Authors: Anna M Rappaport
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement
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A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do
risks, the shift to defined contribution plans as primary employer sponsored retirement plans in the private ... employee education. Long-term Care Section: Focus is on long-term care insurance and on caregiving. Mortality ...- Authors: Anna M Rappaport
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Mortality - Demography; Demography>Gender factors; Demography>Longevity; Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Beneficiary Forms in an Era of Expanding Family Structure
traditional family relatives on the forms, whether as primary or secondary beneficiaries. In addition, they ... are simplified forms that typically ask for the primary beneficiary’s name, relation- ship, mailing address ...- Authors: Linda Koco
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Perspectives from Anna: Caregiving, Housing and Support and the Influence of COVID-19
issues related to caregiving, family and long-term care, and related SOA research. The SOA has addressed ... retirement planning, housing and retirement, long-term care, cognitive decline 10/1/2020 12:00:00 AM ...- Authors: Anna M Rappaport
- Date: Oct 2020
- Competency: Communication; External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Long-term Care; Long-term Care>Long-term care facilities & home care; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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Retirement Section News, August 2020, Issue 104
coverage to Funding Retiree Medical & Long-Term Care for the Second Half of the 21st Century Solution: ... medical coverage (retiree medical) and long-term care (LTC) costs—regardless of residential or custodial ...- Authors: Society of Actuaries
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Research Supporting Retirement: The Aging and Retirement Strategic Research Program
AND THE BIG PICTURE Research has always been a primary function of the Society of Actuaries (SOA). While ... its predecessor organizations. The SOA is the primary source of mortality tables for pension, annuity ...- Authors: Anna M Rappaport
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Retirement Section News, Issue 95, May 2018
others. That will mean that a physical limitation or care giving responsibilities will not require one to ... derailed from doing what we want to do because of the care and support needs of family members. From my perspective ...- Authors: Society of Actuaries
- Date: May 2018
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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An Introduction to Collective Defined Contribution Plans
An Introduction to Collective Defined Contribution Plans Collective Defined Contribution ... active participants who are not yet retired to self-direct investments, but at retirement, funds are pooled ...- Authors: Mark Shemtob
- Date: Jul 2023
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Public Policy