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  • Society of Actuaries’ Retirement Risk Survey Finds Financial Shocks, Caregiving, Inflation and Technology as Top Retirement Concerns

    Society of Actuaries’ Retirement Risk Survey Finds Financial Shocks, Caregiving, Inflation and Technology as Top Retirement Concerns The Society of Actuaries (SOA) Research Institute released ...

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    • Date: Dec 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old

    Post-Retirement Experiences of Individuals 85+ Years Old This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the ...

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report

    Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth ...

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    • Authors: Application Administrator, Brent Hamann
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Women and Post-Retirement Risks

    Women and Post-Retirement Risks 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: Apr 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Future of Retirement in China Fast Facts

    The Future of Retirement in China Fast Facts A fact sheet summarizing The Future of Retirement in China research material. Retirement planning, Retirement risk, Retirement income 10/30/2019 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Managing Retirement in Light of Diverse Risks

    Managing Retirement in Light of Diverse Risks Summary of call for essays on three subjects: Defined Contribution Plan Risk Management Strategies, Decumulation in Retirement and Long Term Care ...

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    • Authors: Society of Actuaries
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Age Wise Infographic Series - 4 - Where will you live?

    Age Wise Infographic Series - 4 - Where will you live? Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups

    The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups This is a report examining the decision process to retire and views on managing assets after ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?

    Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How ...

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    • Authors: Society of Actuaries
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Software and Post-retirement Risks: Executive Summary

    Retirement Planning Software and Post-retirement Risks: Executive Summary This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software