Browsing Tag
Society of Actuaries (SOA)
9 posts
Caregiving and Unexpected Costs Add to Financial Struggles for Pre-Retirees
Rising inflation, caregiving priorities, and unexpected financial hits have led some to feel less financially prepared for retirement, finds SOA
Americans Struggled with Retirement Planning in 2023
The Society of Actuaries looks at the retirement planning challenges of the past year and how it will impact individuals in the future
Lost Generation X: Report Finds Retirement Prep Trails Older Generations
New SOA Research Institute report finds Gen X is not as prepared for retirement as Boomers and the Silent Generation
Conflicting Perceptions of Post-Retirement Risks: New Research
'The gap between retiree and pre-retiree concerns has always existed but was significantly higher in 2021'
Agendas Released for Pair of May Retirement Industry Virtual Conferences
Speaker lineups and content agendas for a pair of virtual retirement industry conferences coming in May were announced…
Problem—We’re Really Bad at Guessing When We’ll Die
As any life insurance salesman can attest, death is rarely (never) a pleasant subject, but a new survey…
How to ‘Pensionize’ a 401k
How do you ensure income from a 401k, IRA or similar-style defined contribution plan will last as long…
Really? Study Finds Millennials Face (Not-So) Unique Retirement, Financial Issues
There’s no shortage of studies detailing the attitudes different generations have about money, saving and everything else. But…
5 Issues Older Retirees Are Dealing With Now
Old, but not forgotten. Contrary to much of the analysis surrounding younger baby boomer retirees, a new study…