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  • Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report

    Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth ...

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    • Authors: Application Administrator, Brent Hamann
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups

    The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups This is a report examining the decision process to retire and views on managing assets after ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?

    Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How ...

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    • Authors: Society of Actuaries
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Software and Post-retirement Risks: Executive Summary

    Retirement Planning Software and Post-retirement Risks: Executive Summary This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report

    Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report The objective of the Phase I research effort was to further the Committee’s work by ...

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    • Authors: Noel Abkemeier
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Software

    Retirement Planning Software This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend ...

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    • Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006

    Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006 This report provides key findings from the 2005 Risks and Process of ...

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    • Authors: Society of Actuaries
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
  • Managing Retirement in Light of Diverse Risks

    Managing Retirement in Light of Diverse Risks Summary of call for essays on three subjects: Defined Contribution Plan Risk Management Strategies, Decumulation in Retirement and Long Term Care ...

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    • Authors: Society of Actuaries
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: A Forum for Creative Visions of the Future

    2006 Re-Envisioning Retirement in the 21st Century Symposium: A Forum for Creative Visions of the Future Retirement Symposium overview. A session by session synopsis of the wide ranging topics ...

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    • Authors: Steven Siegel
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • 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