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  • The Financial Impact of Student Debt on Working and Retired Americans

    The Financial Impact of Student Debt on Working and Retired Americans The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential ...

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    • Authors: Society of Actuaries
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Products, Tools, and Strategies that Address Retirement Risks

    Products, Tools, and Strategies that Address Retirement Risks Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks

  • Ripe for Retirement: How and When Will People Retire in the Future?

    Ripe for Retirement: How and When Will People Retire in the Future? This article focuses on retirement decisions, phased retirement and related policy issues, calling for actuaries to take on ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2015
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Public Policy

  • The Decision to Retire and Post-Retirement Financial Strategies

    The Decision to Retire and Post-Retirement Financial Strategies Description of focus group research conducted in 2013 by the Committee on Post-Retirement Needs and Risks. The purpose of this ...

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    • Authors: Cynthia Levering
    • Date: Jan 2014
    • Competency: Communication>Active listening; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks

  • Committee on Post Retirement Needs and Risks

    Committee on Post Retirement Needs and Risks Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

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    • Authors: Anna M Rappaport
    • Date: Sep 2015
    • Competency: Leadership>Thought leadership; Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy

  • Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference

    Financial Decision Making and Aging: Observations About the 2016 Pension Research Council Conference Discusses a wide range of issues related to financial decision making and aging. Includes ...

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    • Authors: Monica Dragut
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy

  • Management of Post-retirement Finances for Age 85+

    Management of Post-retirement Finances for Age 85+ Provides anecdotal information on management of finances for people over age 85. Include quotes from an expert discussion. Aging;Retirement risk ...

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    • Authors: Sally Hass, Anna M Rappaport
    • Date: Feb 2017
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks

  • Retirement is about More than Money

    Retirement is about More than Money This interview provides information on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement literacy.

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    • Authors: Gregory A Ward
    • Date: Sep 2017
    • Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks

  • Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age?

    Retirement Needs Framework, Chapter 2: How Do You Choose a Retirement Age? This paper suggests that individual decisions to retire are based on personal resource allocations, institutional ...

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    • Authors: Linda Brothers
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks

  • New Retirement Plan Designs for the 21st Century

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

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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
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