Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • Retirement Plans: Questions as We Near the Year 2000
    Retirement Plans: Questions as We Near the Year 2000 This presentation from the 1998 Actuarial Research Conference is about about retirement plans in the late 1990's. From Actuarial ...

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    • Authors: Anna M Rappaport
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Actuarial Research Clearing House
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna: Reboot, Rewire or Retire?
    Perspectives from Anna: Reboot, Rewire or Retire? Provides personal perspective on moving from full time employment into a range of different activities before full retirement; provides ideas for ...

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    • Authors: Anna M Rappaport
    • Date: May 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Improving Retirement Security
    Improving Retirement Security This article discusses the risks of retirement and how those risks impact attaining a secure retirement in a defined contribution world. Defined benefit plans=DB ...

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    • Authors: Jeff D Clymer, Anna M Rappaport, Stacy Schaus
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks
  • What Can Americans Do About Aging?
    What Can Americans Do About Aging? This paper suggests that two opposing pressures are at work in the United States. One is the limit to the number of retired adults that the nation can support.

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    • Authors: Thornton (Tip) Parker
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Demography; Pensions & Retirement>Retirement risks; Public Policy; Social Insurance>Social Security
  • Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design
    Retirement Needs Framework, Chapter 11: Responding to the Challenges of Living Longer - Recommended Changes in U.S. Pension Legislation and Retirement Plan Design This paper suggests a number of ...

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    • Authors: Beverly Orth
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Financial Priorities, Behaviors and Influence on Retirement
    Financial Priorities, Behaviors and Influence on Retirement A highlight report on Financial Priorities stemming from a study on the financial perspectives of aging and retirement of Americans ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • How People Plan for Retirement
    How People Plan for Retirement The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna:Responding to Challenges ....
    Perspectives from Anna:Responding to Challenges .... This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium on current pension system issues ...

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    • 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
  • Managing the Impact of Long-Term Care Fast Facts
    Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Oh, No! Not Another Government Program
    Oh, No! Not Another Government Program Living beyond ones life expectancy poses many challenges. Among them are financial issues. Though there are products and strategies available that retirees ...

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    • Authors: Mark Shemtob
    • Date: Sep 2016
    • Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks; Public Policy