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RETIREMENT NEEDS FRAMEWORK: SOA Monograph M-RS00-1

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Actuaries have a unique opportunity to participate in retirement rather than on postretirement even and help shape the emergence of issues that are critical to our society. Many countries have populations that are aging with varying degrees of rapidity. Although there has been much attention given to retirement planning and related issues, most of it has been focused on accumulating assets at retirement age, with little analysis of the period after retirement. The pension practice area of the SOA took up the challenge to respond to these issues with a special research project, which we have named the Retirement Needs Framework. The organizing committee was chaired by Marilyn Oliver. Other members of the committee included Joe Applebaum, Doug Borton, Zenaida Samaniego, Pat Scahill, Bill Torrie, Henry Winslow, and Judy Anderson.

The first two phases of the Retirement Needs Framework project included a combination of research papers and a symposium for presentation and discussion of the papers. Future phases will expand on this initial work. This volume includes the papers, a digest of points raised in the discussion, and ideas for future work.

The purpose of this research was to gain a much better insight into the period beginning with retirement, and to set the stage for better modeling and development of retiree needs. The research reflects the perspectives of a multidisciplinary group of authors, who worked individually. The symposium served to bring together and integrate their ideas plus those of discussants and seminar participants.

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Availability

10005062

331.252 SOC r

RLC MM (Rak Buku Umum)

Available

Detail Information

Series Title

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Statement of Responsibility

Society of Actuaries

Call Number

331.252 SOC r

Publisher

Schaumburg : The Society of Actuaries., 2000

Collation

iii, 215 p. : ill. ; 28 cm.

Language

English

ISBN/ISSN

0-938959-66-2

Classification

331.252

Content Type

-

Edition

-

Subject(s)

Buku Umum
Old Age Pensions United States
Retirement Economic Aspects Canada
Retirement Income Planning

Specific Detail Info

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Other version/related

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