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  • Perspectives from Anna:Getting Better Results in a DC Plan

    Perspectives from Anna:Getting Better Results in a DC Plan Article focuses on a number of strategies that can be used to improve results in a DC plan. It is based on information from several ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2016
    • Competency: Communication>Persuasive communication; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • Talk to Me: How Personalized Persuasion Could Enhance Protection Offerings and Reduce Underinsurance

    Talk to Me: How Personalized Persuasion Could Enhance Protection Offerings and Reduce Underinsurance Understanding the true drivers of human behavior is essential if we are to capitalize on ...

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    • Authors: Matt Battersby
    • Date: Jul 2018
    • Competency: Communication>Persuasive communication; Leadership>Influence; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: Reinsurance News
    • Topics: Economics>Behavioral economics
  • The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums

    The Role of Information and Expectations in Retirement Planning: Communicating Income versus Lump Sums This paper discusses retirement planning information and the signals it provides. It focuses ...

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    • Authors: Anna M Rappaport
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Taking Stock: Is The Efficient Market Hypothesis In Trouble?

    Taking Stock: Is The Efficient Market Hypothesis In Trouble? This article explores the market volatility of 2008, and addresses the following question: “was the market behaving inefficiently as ...

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    • Authors: Nino A Boezio
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Risks & Rewards
    • Topics: Economics>Behavioral economics; Economics>Financial markets
  • Behavioral Economics: Overview and Healthcare Applications

    Behavioral Economics: Overview and Healthcare Applications This article provides an overview of behavioral economic theory as it relates to health and welfare insurance plans and provides ...

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    • Authors: Randy P Herman, Tony Pistilli, Brian Plaskow, Jeffrey Chanin
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Health Watch
    • Topics: Economics; Economics>Behavioral economics; Economics>Health economics; Health & Disability; Health & Disability>Health care
  • Diverse Risks 2016 Call for Essays

    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Personal Risk Manager: Driver of Resilience

    Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual. Following a hierarchy of needs is key, along with saving more than the talking heads ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Barriers to Financial Advice for Non-Affluent Consumers

    Barriers to Financial Advice for Non-Affluent Consumers This report summarizes why it appears that appropriate financial advice is generally not available to the non-affluent segment of the ...

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    • Authors: Dan Iannicola, Jonas Parker
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Topics: Economics>Behavioral economics
  • Answers to Exercises - for the report Complexity Science

    Answers to Exercises - for the report Complexity Science This document provides answers to the exercises in the report titled Complexity Science – an introduction and invitation for actuaries:.

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    • Authors: Alan Mills
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Behavioral economics; Modeling & Statistical Methods
  • Controlling Our Behavior

    Controlling Our Behavior This article describes behavioral finance and its relevance in identifying analytics and processes suitable for a control environment for the actuarial aspects of an ...

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    • Authors: Mark Griffin
    • Date: Jan 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Effective decision-making
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Assumptions and methods
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