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Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning
the Long-Term Care Section Research committee focuses on the financing of long-term care insurance. It ... shifted to defined contribution plans as their primary retirement benefit. Many individuals retire earlier ...- 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
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ERISA and Retirement Income Security: 50 Years Later
many amendments to it has been a major factor. Primary Reasons Leading to a Decrease in DB Plans A. Pension ... DB plans less attractive than DC plans. Today’s Primary Private Sector Retirement Plans One possible solution ...- Authors: Mark Shemtob
- Date: Jun 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Public Policy
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An Interview with Blaine Aiken
fiduciaries are people who are responsible for taking care of other people’s money and are held to high ethical ... loyalty and care. Loyalty means that conflicts of interest must not taint the advice provided. Care requires ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, ... purchase disability insur- ance to avoid losing your primary income source upon illness or injury. You purchase ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks