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  • SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security

    The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues ...

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    • Authors: Anna M Rappaport, Alan Newsome
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • The Withdrawal Liability Interest Rate Puzzle

    The Withdrawal Liability Interest Rate Puzzle Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer ...

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    • Authors: Hal Tepfer
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Adequacy of Social Security in Meeting Consensus Goals

    Adequacy of Social Security in Meeting Consensus Goals The article first tries to determine a consensus view of what social security should accomplish and then tries to measure how well the ...

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    • Authors: Paul Donahue
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Public Policy; Public Policy; Social Insurance; Social Insurance>Social Security
  • Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age

    Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This is a summary of a multi-faceted research project focusing on how to help people better manage money ...

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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
  • The Retirement Forum—Volume 24, Issue 1—Now Available

    The Retirement Forum—Volume 24, Issue 1—Now Available The August 2022 edition of the Retirement Forum on macro and micro retirement planning focuses on three reports from the Society of Actuaries ...

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    • Authors: Society of Actuaries
    • Date: Sep 2022
    • Publication Name: Retirement Section News
  • A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do

    A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research ...

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    • 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
  • Chairperson's Corner

    Interview with new incoming Chair of the Reinsurance Section ...

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    • Authors: Sean Kim
    • Date: Jan 2022
    • Competency: Communication; Leadership; Professional Values
    • Publication Name: Retirement Section News
    • Topics: Reinsurance
  • ERISA and Retirement Income Security: 50 Years Later

    ERISA and Retirement Income Security: 50 Years Later The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed ...

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    • Authors: Mark Shemtob
    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Public Policy
  • Inequalities In Retirement Security: Unique Challenges for African American Households

    An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a ...

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    • Authors: Patrick Ring
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Bo Doesn't Know Retirement But Pension Actuaries Do!

    Bo Doesn't Know Retirement But Pension Actuaries Do! Article presents a potential role for pension actuaries to help assess the effectiveness of defined contribution plans. By Ted Goldman ...

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    • Authors: Theodore A Goldman
    • Date: May 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Pensions & Retirement>Defined contribution and 401k plans