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  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity

    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Managing the Impact of Long-Term Care Fast Facts

    Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Optimizing Retirement Income Fast Facts

    Optimizing Retirement Income Fast Facts A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity. Retirement Planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective

    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Economic Scenario Generators; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
  • Corporate Pension Risk Management and Corporate Finance: Bridging the Gap between Theory and Practice in Pension Risk Management

    Corporate Pension Risk Management and Corporate Finance: Bridging the Gap between Theory and Practice in Pension Risk Management The authors of this report have identified three key corporate ...

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    • Authors: Liaw Huang, Minaz Lalani
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Risk management
  • 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 03/09/2018 ...

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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
  • The CPP Take-Up Decision: Risks and Opportunities

    The CPP Take-Up Decision: Risks and Opportunities This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the ...

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    • Authors: Bonnie-Jeanne MacDonald
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • The CPP Take-Up Decision: Risks and Opportunities

    The CPP Take-Up Decision: Risks and Opportunities This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the ...

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    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • New CPP Enhancements: What do they mean for Canadian workers

    New CPP Enhancements: What do they mean for Canadian workers The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.

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    • Authors: Bonnie-Jeanne MacDonald
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • A Tale of Two Pension Plans Fast Facts

    A Tale of Two Pension Plans Fast Facts Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective. pension plan risk, pension ...

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    • Authors: Society of Actuaries
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management
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