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A Stochastic Model for CCRCs
A Stochastic Model for CCRCs This paper presents a ... multi-state stochastic model for analyzing continuing care retirement community CCRC populations. The model ...- Authors: Bruce Jones
- Date: Jan 1995
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Actuarial Research Clearing House
- Topics: Modeling & Statistical Methods>Stochastic models; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Retirement Adequacy in the United States: Should We Be Concerned?
are used in retirement adequacy research makes direct comparisons of results more difficult. Some important ... such as poor investment performance, long-term care, death of a spouse, and unexpected out-of-pocket ...- Authors: Anna M Rappaport, Vickie Bajtelsmit
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans
distinction creates a lopsided form of protection: the primary longevity protection is for the participant, with ... foreclosure on or eviction from the individual's primary residence. To protect against adverse selection ...- Authors: Beverly Orth
- Date: Apr 2004
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Thinking about Spending in Retirement: Findings from SOA and EBRI Research
consistently have shown “re‑ ducing spending” as the primary risk management strategy. The 2015 focus groups ... Retirement. Additional research focuses on Health Care Spending and Utili- zation: Issue Brief 411, February ...- 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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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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New CPP Enhancements: What do they mean for Canadian workers
brings—including advanced-life healthcare costs and home care expenses, investment and inflation risk, maintaining ... decline in the role of families in providing long-term care for Canadian seniors (among many, see AARP [2008]; ...- Authors: Bonnie-Jeanne MacDonald
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Don't Forget the Role of Families in Lifetime Security
not really afford it. The Family and Long-Term Care The transfers discussed earlier do not include the ... help is provided. The vast majority of long-term care is provided informally at home, very often by women ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Personal Risk Manager: Driver of Resilience
Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Changing the Retirement Advice Conversation
products, and this is a way the plan sponsor can direct revenue from their portfolio to offset the consultant’s ... similarly able to have a consultant capture and direct the fees and commissions generated by their accounts ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Good Research Reads
Good Research Reads Recently completed research projects from the Society of Actuaries. ... Canada. This SOA report looks at shocks on long-term care, home maintenance, divorce, medical costs, widowhood ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; Leadership>Thought leadership
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management