Society of Actuaries

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  New Retirement Planning: The Benefits of Patience on Annuities

  By William H. Byrnes, Esq., Robert Bloink, Esq., LL.M.  |  February 25, 2013

  Creating a sustainable retirement income stream is more challenging than ever, but a Society of Actuaries study provides some room for hope, if annuity owners can be patient.

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  Future of DC Plans Hitched to Economy, Education: Outlook 2013

  By Danielle Andrus, AdvisorOne  |  December 21, 2012

  By now, the move out of DB plans into DC plans has been well-established, although the success of the plans wavers with the strength of the economy. There are also two kinds of 401(k) investors.

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  Delaying Annuity Payments Can Raise Payouts 9%

  By Warren S. Hersch  |  December 20, 2012

  A joint study led by Society of Actuaries found payouts for all income levels can be significantly raised by delays of one to five years.

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  Retirees, Pre-Retirees Slowly Regaining Confidence: SOA

  By Danielle Andrus, AdvisorOne  |  October 18, 2012

  In 2011, prior to the U.S. debt downgrade and the most recent bout of market volatility, retirees and pre-retirees were less concerned with their finances than they were in 2009, the Society of Actuaries found.

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  Navigating the Long, Forked Road to a Retirement Paycheck

  By Gil Weinreich, AdvisorOne  |  July 17, 2012

  To annuitize or not to annuitize? That’s just one of many questions financial advisors face in the seemingly simple but actually complex effort to produce a paycheck for retirement clients.

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  Pension Funding Proposal Could Lower Contributions Initially, Increase Over Time: SOA

  By Danielle Andrus, AdvisorOne  |  June 22, 2012

  The Society of Actuaries released in June a report on provisions in a law that would affect pension funding requirements in private, single-employer defined benefit plans.

• Society of Actuaries Releases Two Consumer Retirement Briefs

  By Danielle Andrus, AdvisorOne  |  January 24, 2012

  As part of its “Managing Retirement Decisions” series, the Society of Actuaries released two retirement planning briefs in December in order to help consumers deal with some of the challenges.

• Retiree Confidence Returning to Pre-Crisis Level

  By Danielle Andrus, AdvisorOne  |  November 16, 2011

  Retirees are returning to their 2008 attitudes about finances, even if they’re not quite there yet. Retirees feel more financially secure now than they did in 2009, the last time the survey was conducted.

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  New Hire Roundup: Kiley to Lead Security Benefit; SNR Denton Welcomes Samlin; Edelman Recruits Bottazzi

  By Marlene Y. Satter, AdvisorOne  |  August 11, 2011

  This week in new hires, Michael Kiley was named to become CEO of Security Benefit Corp.; Scott Samlin went to SNR Denton; Edelman Financial Services recruited Joe Bottazzi from outside the industry and Reliance Trust named Robert F. Cook to head its church and nonprofit division.