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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...- 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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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 ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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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 ...- Authors: Anna M Rappaport
- Date: Feb 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences?
Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences? This project aims to understand pension participants’ investment and withdrawal behaviors and provide ...- Authors: Society of Actuaries, Ze Chen, Chengfeng Weng
- Date: Dec 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
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U.S. Multiemployer Pension Plan Pending Insolvencies Fast Facts
U.S. Multiemployer Pension Plan Pending Insolvencies Fast Facts A summary fact sheet of the U.S. Multiemployer Pension Plan Pending Insolvencies report. 2/21/2019 12:00:00 AM ...- Date: Feb 2019
- Topics: Pensions & Retirement
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Annuity Market Pricing Approaches
Annuity Market Pricing Approaches This report compares the CIA pricing method for estimating group annuity closeout pricing to methods used in the US. assumptions;model validation;group annuity ...- Authors: Victor Modugno
- Date: Mar 2019
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Assumptions and methods
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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 ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts
Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts Fact sheet about the Employer Withdrawal Activity Overview: U.S. Multiemployer Pension Plans report. pension liabilities, ...- Authors: Society of Actuaries
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
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PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans
PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans View ther PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans. 12/17/2019 12:00:00 AM ...- Authors: Society of Actuaries
- Date: Dec 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Small Cases
Small Cases This is a discussion about group annuity contracts issued for a very small number of lives and how it affected new sales of individual pension-trust policies. Marketing and ...- Authors: Thomas H Dancy, Conrad Siegel
- Date: Jan 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding