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  • Changing the Retirement Advice Conversation

    Changing the Retirement Advice Conversation Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact ...

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    • Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management

  • 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

  • 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

  • Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning

    Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning This article focuses on retirement planning and ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management

  • Society of Actuaries’ Retirement Risk Survey Finds Financial Shocks, Caregiving, Inflation and Technology as Top Retirement Concerns

    Society of Actuaries’ Retirement Risk Survey Finds Financial Shocks, Caregiving, Inflation and Technology as Top Retirement Concerns The Society of Actuaries (SOA) Research Institute released ...

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    • Date: Dec 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management

  • Good Research Reads

    Good Research Reads Recently completed research projects from the Society of Actuaries. Retirement plans;Enterprise risk management=ERM;Pension plan governance 6442468182 04/01/2016 05:00:00 ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; Leadership>Thought leadership
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management

  • Interview with Sudipto Banerjee

    Interview with Sudipto Banerjee Interview with Sudipto Banerjee Retirement planning;shocks;retirement risks;spending 6442471084 09/01/2016 05:00:00 ...

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

  • 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
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