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  • Retirement Needs Framework, Chapter 7: Distributional Changes in Income and Wealth upon Widowhood - Implications for Private Insurance and Public Policy

    Retirement Needs Framework, Chapter 7: Distributional Changes in Income and Wealth upon Widowhood - Implications for Private Insurance and Public Policy This paper charts the economic status of ...

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    • Authors: Karen Holden, Cathleen Zick
    • Date: Jan 2000
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks; Social Insurance>Survivor benefits
  • Risk Management Issues for Individuals With Special Emphasis for Women

    Risk Management Issues for Individuals With Special Emphasis for Women Presented at the Living to 100 Symposium, January 2011. This paper looks at issues with regard to long life and managing ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Demography>Longevity; Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks
  • Retirement Readiness and the Value of Future Social Security

    Retirement Readiness and the Value of Future Social Security Retirement readiness planning is difficult because the value of a person's future Social Security benefits is uncertain, given ...

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    • Authors: John Turner
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
  • Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007

    Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 Tables for the Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving ...

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    • Authors: John R Gist, Carlos Figueiredo
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • A Conversation on Dementia and Cognitive Decline

    A Conversation on Dementia and Cognitive Decline A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline. Medicaid;Medicare;LTCI; ...

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    • Authors: Anna M Rappaport
    • Date: Dec 2018
    • Competency: Strategic Insight and Integration
    • Topics: Pensions & Retirement>Retirement risks
  • Post Retirement Experiences of Individuals over 85 Years Old

    Post Retirement Experiences of Individuals over 85 Years Old This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement ...

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    • Authors: Society of Actuaries, Brian J Perlman
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Relationship of Marital Status to Financial Priorities of Five Generations of Americans

    Relationship of Marital Status to Financial Priorities of Five Generations of Americans This study extends provides insights into how married and partnered couples in five generations compare and ...

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    • Authors: Mathew Greenwald
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Income Flooring: Is Annuitization the Right Strategy?

    Income Flooring: Is Annuitization the Right Strategy? 10/5/2020 12:00:00 AM ...
    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The 5 Most Important Retirement Income Decisions

    The 5 Most Important Retirement Income Decisions 10/5/2020 12:00:00 AM ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Impact of Running Out of Money Roundtable: Ideas Provided

    Impact of Running Out of Money Roundtable: Ideas Provided Joe Tomlinson provides insights on this issue. ; By Joe Tomlinson In March 2012, I participated in a Washington D.C. roundtable on the ...
    • Date: Nov 2012
    • Competency: Results-Oriented Solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Retirement risks