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  • The Feel Free Retirement Spending Strategy

    The Feel Free Retirement Spending Strategy The "feel free" strategy helps retirees understand when they can retire, how much they can spend and how much guaranteed income they might ...

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    • Authors: R Inglis
    • Date: May 2016
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Have You Hired Any 65-Year-Olds Lately?

    Have You Hired Any 65-Year-Olds Lately? The editorial discusses the challenges and actuarial considerations of older workers remaining in the workforce longer than they have in the past. phased ...

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    • Authors: Society of Actuaries, James Ramenda
    • Date: Aug 2014
    • Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Author’s Response to Comments by Charlene Moriarty

    Author’s Response to Comments by Charlene Moriarty This paper responds to comments on a proposed compulsory savings program combined with transparent investment vehicles designed to promote ...

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    • Authors: Donald Fuerst
    • Date: Dec 2012
    • Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Public Policy
  • Working and the Retirement Journey Essay Collection

    Working and the Retirement Journey Essay Collection A collection of essays received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on ...

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    • Authors: Society of Actuaries
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Researching Retirement Concerns, Living Well and Managing Finances

    Researching Retirement Concerns, Living Well and Managing Finances Highlights from recent research reports focusing on retirement concerns. Retirement planning;Retiree medical;Long-term care=LTC ...

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    • Authors: R A Hall
    • Date: Apr 2016
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Long-term Care>Long-term care insurance; Pensions & Retirement>Retirement risks
  • Increased Interest in International Plans

    Increased Interest in International Plans Recently, we have seen renewed interest in the international (or “offshore”) pension plan. An international plan typically provides benefits for ...

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    • Authors: Carl Hansen
    • Date: Sep 2012
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Practical Issues in Financial and Life Management

    Practical Issues in Financial and Life Management This essay focuses on some of the practical problems in supporting elderly seniors and carrying out their wishes. It tries to help families avoid ...

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    • Authors: Anna M Rappaport, Sally Hass
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership
    • Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
  • Managing Systemic Risk in Retirement Systems

    Managing Systemic Risk in Retirement Systems Potential actions are recommended for key stakeholders to manage the unintended consequences of systemic risk “brewing” within the retirement system ...

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    • Authors: Minaz Lalani
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement>Retirement risks
  • Financial Perspectives on Aging and Retirement Across the Generations

    Financial Perspectives on Aging and Retirement Across the Generations This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity

    The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on ...

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    • Authors: Society of Actuaries
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks