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  • 2017 Risks and Process of Retirement: Financial Wellness

    2017 Risks and Process of Retirement: Financial Wellness The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Managing Retirement – Issue Briefs Summary

    Managing Retirement – Issue Briefs Summary This one page document summarizes the 11 issue briefs produced by The Committee on Post Retirement Needs and Risks. The briefs examine the major ...

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    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Study of Decisions Made Prior to and During Retirement

    Study of Decisions Made Prior to and During Retirement The SOA’s Committee on Post Retirement Needs and Risks is issuing this request for proposals to study how individuals make retirement ...

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    • Authors: Society of Actuaries
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • How to Survive Living to 100: Ways to Improve the U.S. Retirement System

    How to Survive Living to 100: Ways to Improve the U.S. Retirement System Presented at Living to 100 Symposium, January 2011. The U.S. retirement system has many defects that affect individuals ...

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    • Authors: Beverly Orth
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Long-term Care>Medical expenses; Pensions & Retirement>Retirement risks
  • Defined Benefit Plans vs. Defined Contribution Plans

    Defined Benefit Plans vs. Defined Contribution Plans Employers and investors have suffered recently from taking too much investment risk inside their defined benefit DB plans, producing calls for ...

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    • Authors: Mark Ruloff
    • Date: Jan 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Diverse Risks and Considerations in Retirement

    Diverse Risks and Considerations in Retirement The article presents a retiree's perspective and personal experiences & considerations in managing risks & challenges in ...

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    • Authors: Zenaida Samaniego
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Crisis Study: Retirees Less Secure

    Financial Crisis Study: Retirees Less Secure Column describes results of retirement needs survey and summarizes upcoming or new educational opportunities and highlights actuaries in the news.

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    • Authors: Society of Actuaries
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Pensions & Retirement>Retirement risks
  • Retirement Income Calculator– Beta Version

    Retirement Income Calculator– Beta Version This software was developed as a pedagogical tool to help demonstrate the impact of a change in retirement income strategy on potential financial ...

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    • Authors: William H Leslie
    • Date: Feb 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Retirement Income Calculator– Beta Version

    Retirement Income Calculator– Beta Version This software was developed as a pedagogical tool to help demonstrate the impact of a change in retirement income strategy on potential financial ...

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    • Authors: William H Leslie
    • Date: Feb 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income

    Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income The Society of Actuaries (SOA) and Stanford Center on ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks