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  • Retirement Adequacy in the United States: Should We Be Concerned?

    Retirement Adequacy in the United States: Should We Be Concerned? This research report summarizes current research on retirement adequacy and compares different measures. 6442481299 3/9/2018 ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management

  • Spotlight On Retirement, Hong Kong

    Spotlight On Retirement, Hong Kong Asia is experiencing changing demographic, social, and cultural tides which threaten to submerge existing retirement-pension systems. retirement planning; ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks

  • Retirement Experiences of People Age 85 and Over

    Retirement Experiences of People Age 85 and Over Report highlighting SOA research on retirement risks of people age 85 and over. 2/19/2019 12:00:00 AM ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program”

    Comments on “The Tracker Plan: A Controlled Risk Defined-Contribution Retirement Program” This paper is a comment on the Tracker Plan, a concept for U.S. pension reform. ;; Defined contribution ...

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    • Authors: Faisal Siddiqi
    • Date: Dec 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy

  • The Happiness Hedge

    The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a ...

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    • Authors: Douglas Robbins
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks

  • Understanding Changes During Retirement: Results of Two Studies Webcast

    Understanding Changes During Retirement: Results of Two Studies Webcast This April 2008 webcast, titled 'Understanding Changes During Retirement: Results of Two Studies' discussed ...

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    • Authors: Anna M Rappaport, Barbara Butrica, Ruth Helman
    • Date: Apr 2008
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Retirement Income Planning in a DC World

    Retirement Income Planning in a DC World 10/5/2020 12:00:00 AM ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Age Wise Infographic Series - 2

    Age Wise Infographic Series - 2 Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded ...

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    • Authors: Society of Actuaries
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Megatrends Impacting the Future of Retirement Plans

    Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

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    • Authors: Esther W Peterson
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks

  • BE KIND TO YOUR RETIREMENT DECUMULATION PLAN — GIVE IT A BENCHMARK

    BE KIND TO YOUR RETIREMENT DECUMULATION PLAN — GIVE IT A BENCHMARK Proposes a benchmark consisting of TIPs and deferred income annuities for retirement asset allocation decisions. ;; Inflation; ...

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    • Authors: Daniel Cassidy, Michael Peskin, Laurence Siegel
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Assess decision effectiveness; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Retirement risks
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