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  • An Interview with John Cutler and An Enhanced Social Security Annuity

    An Interview with John Cutler and An Enhanced Social Security Annuity Discusses help those who do not have enough quarters of work to qualify for Social Security. Pension policy;Retirement plans; ...

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    • Authors: John Cutler
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Reforming Social Security: Lessons from Sweden

    Reforming Social Security: Lessons from Sweden An analysis of the revamped state sponsored retirement income pension gives insight into design and funding elements that might figure in reforming ...

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    • Authors: Paul Donahue
    • Date: Apr 2024
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans; Social Insurance; Social Insurance>Social Security
  • Chairperson's Corner

    Chairperson's Corner Chairperson's welcome to the RS and thoughts about our future. By Hal Tepfer Retirement Section News, January 2023 Hello, Retirement Section Council members (and others ...

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    • Authors: Hal Tepfer
    • Date: Jan 2023
    • Competency: Leadership; Professional Values
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession; Pensions & Retirement
  • Bo Doesn't Know Retirement But Pension Actuaries Do!

    Bo Doesn't Know Retirement But Pension Actuaries Do! Article presents a potential role for pension actuaries to help assess the effectiveness of defined contribution plans. By Ted Goldman ...

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    • Authors: Theodore A Goldman
    • Date: May 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Pensions & Retirement>Defined contribution and 401k plans
  • Inequalities In Retirement Security: Unique Challenges for African American Households

    An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a ...

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    • Authors: Patrick Ring
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Perspectives from Anna: Caregiving, Housing and Support and the Influence of COVID-19

    Perspectives from Anna: Caregiving, Housing and Support and the Influence of COVID-19 This article provides an overview of the relationship to COVID-19 to issues related to caregiving, family and ...

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    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: Communication; External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Long-term Care; Long-term Care>Long-term care facilities & home care; Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Written Statement On Mandated Disclosure for Retirement Plan

    Written Statement On Mandated Disclosure for Retirement Plan A reprint of testimony Carol Bogosian made to the ERISA Advisory Council providing guidance on employee disclosures based on SOA post ...

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    • Authors: Carol Bogosian
    • Date: Feb 2018
    • Competency: Communication
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Public sector plans; Pensions & Retirement>Retiree medical; Public Policy
  • Integrating Home Equity & Retirement Savings: "Rule of 30"

    Integrating Home Equity & Retirement Savings: "Rule of 30" A strategy is shown to yield greater amount and sustainability of retirement income by coordinating draws from ...

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    • Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Portfolio management - Finance & Investments
  • We Can Build Better Retirement Products

    We Can Build Better Retirement Products I recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced in getting such products distributed.

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    • Authors: Joseph Tomlinson
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Retirement Section News
    • Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
  • Aging and Retirement Strategic Research Program Launching This Year

    Aging and Retirement Strategic Research Program Launching This Year Discusses the Strategic Research Program Initiative Task Force Pension policy;Retirement plans;Retirement planning 6442484941 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Public Policy