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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 ...

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    • 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
  • Optimizing QDIAs for Retirement
    see below. The study defines retirement as: “A primary worker is identified for each household. For couples ... higher Social Security earnings is the assigned primary worker as he/she has higher average lifetime earnings ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-risking Strategies
    PBGC premium increases enacted by Congress were a primary driver of the change in de-risking activity leading ... increase in small benefit annuity purchases was a primary driver of the rapid increase in group annuity sales ...

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    • Authors: Jason Gratson, Timothy Geddes, Ivana Curguz
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension risk transfer
  • DC Corner: For Such a Time as This
    DC Corner: For Such a Time as This First in a series of articles for Retirement Section News focusing ... percent of employers say their DC plan is the primary employer-sponsored plan, up from 56 percent in ...

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    • Authors: Robert J Reiskytl
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • CRITs: An Alternative Retirement Income Approach
    foreseeable future 401(k) plans will continue to be the primary private sector employer provided retirement program ... these annuities tend to be unattractive. One primary reason is the perceived high cost of these annuities ...

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    • Authors: Mark Shemtob
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Chairperson's Corner
    Details on the Retirement Section Council and the direction we're moving for our ... informative on its own, but information is not my primary motivation here. We want our members to know exactly ...

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    • Authors: Todd Tauzer
    • Date: Jan 2022
    • Competency: Communication; Leadership; Professional Values; Relationship Management; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Syllabus Changes to the Pathway to ASA
    Syllabus Changes to the Pathway to ASA This article is an interview of Stuart Klugman, senior ... roles, I was offered an opportunity to have a more direct influence on SOA education. In this job I support ...

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    • Authors: Patrick Ring
    • Date: Mar 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession; Actuarial Profession>Professional development
  • Reforming Social Security: Lessons from Sweden
    Employer payroll taxes of 18.5% in aggregate provided primary funding for the state pensions. The payroll tax ... working group.[25] Primary Income Related Pension: Participants’ NDC Accounts The new primary benefit is a ...

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    • Authors: Paul Donahue
    • Date: Apr 2024
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans; Social Insurance>Social Security
  • Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
    has been a lot of focus on advance care planning for health care decision-making, but not much focus ... was inspired to do this project because advance care planning is a smart early prevention strategy that ...

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    • Authors: Anna M Rappaport, Steven Vernon
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
    SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg The article is an interview ... uncovering expectations individuals have about getting care from family or friends later in life. We found that ...

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    • Authors: Patrick Ring
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks