Announcement: SOA releases passing candidate numbers for May 2024 Exam SRM.

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  • Retirement Plans: Questions as We Near the Year 2000
    Retirement Plans: Questions as We Near the Year 2000 This presentation from the 1998 Actuarial Research Conference is about about retirement plans in the late 1990's. From Actuarial ...

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    • Authors: Anna M Rappaport
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Actuarial Research Clearing House
    • Topics: Pensions & Retirement>Retirement risks
  • 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
  • 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 This paper examines the effects that the recent housing bubble had on the household financial ...

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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
  • 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 Discussant comments for the 2009 Housing Wealth monograph paper, Housing Wealth Effects, Boomer ...

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    • Authors: John R Gist
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • 2006 Re-Envisioning Retirement in the 21st Century Symposium: The Future of Retirement - An Exploration and Comparison of Different Scenarios
    2006 Re-Envisioning Retirement in the 21st Century Symposium: The Future of Retirement - An Exploration and Comparison of Different Scenarios This paper explores the context for retirement in the ...

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    • Authors: Anna M Rappaport, Monica Dragut
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Longevity
    Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary. Longevity; Longevity risk; ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2005 Risks and Process of Retirement Survey
    2005 Risks and Process of Retirement Survey This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' ...

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    • Authors: Application Administrator, Mathew Greenwald
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
  • Improving Retirement Security
    Improving Retirement Security This article discusses the risks of retirement and how those risks impact attaining a secure retirement in a defined contribution world. Defined benefit plans=DB ...

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    • Authors: Jeff D Clymer, Anna M Rappaport, Stacy Schaus
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks
  • 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
  • How People Plan for Retirement
    How People Plan for Retirement The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks