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  • The Financial Impact of Student Debt on Working and Retired

    The Financial Impact of Student Debt on Working and Retired The research report focuses on the financial impact student debt can have on both working and retired Americans. Education debt ; ...

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    • Authors: George (Sandy) Mackenzie
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Today’s Retirement Risks Fact Sheet

    Today’s Retirement Risks Fact Sheet The Society of Actuaries SOA developed the ‘Risks and Process of Retirement Survey Report’ to help identify retirement risks and raise awareness of approaches ...

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    • Authors: Society of Actuaries
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks

  • Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans

    Managing Retirement Assets Symposium: Managing Longevity Risk in U.S. Retirement Plans This paper suggests a possible framework for the mandatory annuitization of U.S. retirement savings, ...

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    • 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

  • Managing Retirement Assets Symposium: Putting Annuities Back Into Savings Plans

    Managing Retirement Assets Symposium: Putting Annuities Back Into Savings Plans This paper explains how legal reforms related to annuities have decreased the popularity of annuities among plan ...

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    • Authors: Pamela Perun
    • Date: Apr 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Individual annuities; Pensions & Retirement>Retirement risks

  • Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - Issues for Baby Boom Retirement

    Retirement Needs Framework, Chapter 4: Wake Up, Sleeping Beauty...and You, Too, Prince Charming - Issues for Baby Boom Retirement This paper examines the social structures that are determining ...

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    • Authors: Kelly O'Brien, Nancy Dailey
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Demography>Gender factors; Economics>Behavioral economics; Pensions & Retirement>Retirement risks

  • Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions

    Retirement Needs Framework, Chapter 6: Protecting Spousal Rights in Private Pensions The purpose of this paper is to consider whether there is a coherent and principled approach to decide the ...

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    • Authors: Jonathan Barry Forman
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks

  • Retirement Needs Framework, Chapter 9: Is Your Standard of Living Sustainable during Retirement? Ruin Probabilities, Asian Options, and Life Annuities

    Retirement Needs Framework, Chapter 9: Is Your Standard of Living Sustainable during Retirement? Ruin Probabilities, Asian Options, and Life Annuities In this paper we compute the conditional ...

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    • Authors: Moshe Arye Milevsky, Christopher Robinson
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Modeling & Statistical Methods; Pensions & Retirement>Retirement risks

  • New Retirement Plan Designs for the 21st Century

    New Retirement Plan Designs for the 21st Century The abstract for a paper talks about the risks of defined benefit and defined contribution plans. Defined benefit plans=DB plans;Hybrid pension ...

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    • Authors: Beverly Orth, William R Hallmark
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks

  • Signals, Retirement Options, Phased Retirement and Retirement Decisions

    Signals, Retirement Options, Phased Retirement and Retirement Decisions The abstract for a paper that focuses on when and how we retire. Longevity;Retirement 20/20;Retirement planning; 8643 11/1 ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks

  • Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck

    Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Book review of Steve Vernon’s Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck Defined ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2013
    • Competency: Communication>Written communication
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
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