Posts Tagged Retirement research

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA – Head of Retirement Research, Morningstar

David Blanchett, CFA, CFP®, AIFA, is the head of retirement research for Morningstar Investment Management.

Passion/Expertise:

David is part of an up and coming group of retirement thought leaders – truly a breath of fresh air – along with Wade Pfau, Michael Finke and others, who challenge us to go beyond targeting 80% replacement rates, traditional retirement portfolio asset allocations, inflation-adjusted systematic withdrawals of 4% and probabilities of success or failure.

Position/Experience:

As the head of retirement research for Morningstar Investment Management, David works to enhance the group’s consulting and investment services. He conducts research primarily in the areas of financial planning, tax planning, annuities, and retirement plans and he serves as the Chairman of the Advice Methodologies Investment subcommittee.


Estimating the True Cost of Retirement - David Blanchett No Portfolio Is an Island - David BlanchettView YouTube clips from
David Blanchett’s recent
Retirement Resource Center
webinars.


Publications:

David’s research has been published in a variety of academic and industry journals and has been featured in a variety of media publications. In 2014 Money Magazine named him one of the five brightest minds in retirement and in 2014 Investment News included him in their inaugural 40 under 40 list as a “visionary” for the financial planning industry.


Estimating the True Cost of Retirement - David Blanchett No Portfolio Is An Island - David Blanchett  - Retirement InSight and Trends article Read summary transcripts of
David Blanchett’s presentations
in recent issues of InFRE’s
“Retirement Insight and Trends”.


Certifications/Awards:
David is a RetireMentor for MarketWatch and an Expert retirement panelist for the Wall Street Journal. His research won:

  • The Journal of Financial Planning’s 2007 Financial Frontiers Award,
  • The Retirement Income Industry Association’s 2012 Thought Leadership Award, and
  • the Journal of Financial Planning’s 2014 Montgomery-Warschauer Award.

Education:
David holds a master’s degree in financial services from the American College and a master’s degree in business administration from the University of Chicago Booth School of Business. He is currently taking classes toward a doctorate in personal financial planning at Texas Tech University.


Have David Blanchett speak at your event!

Please contact us today via email or phone 847-686-0440 x102 if you would like to have this or other speakers present at your conference or appear at one of your events, or to receive complementary webinar or elearning course featuring the speaker of your choice to help you decide who best fits your organization’s needs.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, PROVIDE Retirement Income, Retirement Distributions, Retirement Spending

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Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD – Retirement Research Expert

Mathew Greenwald, PhD, President and CEO of Greenwald and Associates, is a recognized financial and research expert with more than 30 years of experience in financial services and market research.

Passion/Expertise
Mathew is passionate about research involving the financial services industry, particularly about issues related to retirement savings and retirement income. With the Employee Benefit Research Institute, Matt helped to establish the Retirement Confidence Survey, the longest-running annual benchmarking study examining workers’ and retirees’ retirement attitudes.

Position/Experience
Mathew founded Greenwald & Associates in 1985. Today, in addition to providing strategic direction for the company, Matt plays an active role designing and analyzing survey research and conducting focus groups with consumers and financial professionals.


The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian   - YouTube clip View brief YouTube clips from recent Retirement Resource Center webinars including Mathew Greenwald’s
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups.


Presentations
Mathew is frequently asked to speak at forums and conferences hosted by a variety of organizations, including LIMRA, ACLI, RIIA and a number of the country’s biggest life insurance and financial services companies.


How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald - Retirement InSight and Trends The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald and  Carol Bogosian   - Retirement InSight and Trends article Read summary transcripts of Greenwald’s presentations The Decision to Retire and Post-Retirement Financial Strategies in the 2nd Qtr 2013 issue and How Middle Income Retirees Plan For and Manage Their Risks, Assets & Spending Decisions in the 2nd Qtr 2016 issue of “Retirement Insight and Trends”.



Have Mathew Greenwald speak at your event!

Mathew Greenwald is an experienced speaker and keynote presenter on topics pertaining to retirement income and investments analysis.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Mathew Greenwald present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development events:



Links
Find courses and products from Mathew Greenwald at the Retirement Resource Center.

Posted in: Lifetime Income, PLAN for Retirement Readiness, PROTECT from Retirement Risks, Retirement Spending

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Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA – Post-retirement Needs and Risks Thought Leader

Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting, is an actuary, consultant, author, speaker, and internationally recognized expert on the impact of change on retirement systems and workforce issues.

Anna Rappaport is committed to improving America’s retirement systems, with special focus on women’s retirement security. In her organizational participation, writing and speaking, she brings forward important issues to ensure that decision makers can act on the best available information, strongly driven by facts and thorough analysis.

Passion/Expertise
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.


Don't Let Disability Derail Retirement Security - Rappaport and Kaleda   - YouTube clip View brief YouTube clips from recent
Retirement Resource Center webinars
including Anna Rappaport’s

Don’t Let Disability Derail Retirement Security .


Position/Experience
Anna Rappaport has helped many organizations develop their strategies with regard to retirement benefits. Anna formed Anna Rappaport Consulting in 2005, specializing in strategies for better retirement systems, after retiring in 2004 from a 28-year career with the Mercer Human Resource Consulting firm. Prior to working with Mercer she spent the years from 1958-1976 in the life insurance industry.
Anna serves on the Board of the Women’s Institute for a Secure Retirement (WISER), and the Advisory Board of the Pension Research Council. She is a member of the GAO’s Retirement Security Advisory Panel. Anna is a past- President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks. She served on the ERISA Advisory Council from 2010 to 2012 and participated in its project on disability risks in an increasingly defined contribution world.
Anna was a delegate to the 1998 and 2002 National Summits on Retirement Savings. She has been a leader in the planning and management of several major research projects by the actuarial profession focused on enhancing retirement security in America. In 2007, she was appointed Senior Fellow on Pensions & Retirement by The Conference Board. Anna’s participation on many organizations, committees and Boards, includes:

  • Society of Actuaries
    Served as President of the Society of Actuaries in 1997-98. She served on the Board of the Society of Actuaries in four decades, and will complete 50 years as a Fellow in 2013. She has chaired the Committee on Post-Retirement Needs and Risks since its inception, and has encouraged the actuarial profession to focus on post-retirement risks and work to improve the retirement system in America. The Committee has sponsored the 2001, 2003, 2005, 2007, 2009 and 2011 surveys on post-retirement risk, produced Managing Post-Retirement Risk and even Decision Briefs on Important retirement issues, conducted focus groups on how retirement assets are invested, produced two reports on misperceptions and public knowledge about retirement, and it is currently conducting several additional studies. She has been actively involved in the Living to 100 project for its more than ten years, and has participated as an author, moderator and member of the committee for the four symposia which are part of this effort. She has been a regular presenter at SOA meetings. She was a member of the Retirement 20/20 Advisory Panel. Retirement 20/20 is a project to focus on the future of retirement systems. She has written many papers and articles for SOA publications.
  • National Academy of Social Insurance
    Served two terms on the NASI Board with Board service ending in 2008, she has spoken at NASI conferences. NASI provides a multi-disciplinary focus on major social insurance issues. It sponsors research, public information, education and conferences. NASI provides a resource for the press on social insurance. Served as Chair of Membership Committee in 2006-2007.
  • Pension Research Council
    Currently serves on the Advisory Board of the Pension Research Council located within the Wharton School at the University of Pennsylvania. She co-authored three books whose publication was sponsored by the Pension Research Council. She has written several papers for the Pension Research Council, and they are included as chapters in their books.
  • WISER
    Currently serves on the Board of WISER. She has chaired the Consumer Education Committee of the Actuarial Foundation which has partnered with WISER in the development of important educational materials for women on key retirement issues. She was very involved in the development of these resources: Making Your Money Last a Lifetime and Seven Life-Defining Financial Decisions
    .
  • ERISA Advisory Council
    Advisory group appointed by the U.S. Department of Labor. Served a three year term from 2010-2012 representing actuarial consulting. Each member is appointed to a slot designated by the DOL. Served as Issue Chair for Privacy and Security topic in 2011. Served as Issue Vice Chair for Managing Disability Risks in an Era of Individual Responsibility in 2012.
  • Actuarial Foundation
    Appointed as Trustee Emeritus in 2007, and continues to serve on Consumer Financial Education Committee. Previously served on the Board of the Actuarial Foundation and was first chair of its Consumer Education Committee. In 2007, Anna Rappaport was the lead speaker and played a major role in the Joint Task Force’s symposium “Women at Risk: Timing, Financing and Coping with Retirement” (see Actuarial Foundation Website)
  • American Academy of Actuaries
    Previously served on the Board, task forces, and several committees of the Academy. This organization works in partnership with the SOA on many of the post-retirement risk issues and has been instrumental in bringing the major work of the Committee on Post-Retirement Needs and Risks to the U.S. Congress.
  • The Chicago Network
    Member of the Chicago Network, an organization of very senior professional women in the Chicago area.
  • Task Force on Issues Affecting women as They AreActive member of the task force. She has assisted the task force with information on actuarial and pension issues, and has given many presentations at task force meetings.
  • Employee Benefits Research Institute(EBRI)
    Anna Rappaport is a fellow of the institute, a major source of employee benefit and pension research.
  • Wider Opportunities for Women (WOW)
    Anna Rappoprt served on the National Advisory Board to the Elder Economic Security Initiative
  • Retirement Income Industry Association (RIIA)
    Anna Rappaport designated Special Advisor to the Board in 2009.

Education/Certifications/Awards
Anna Rappaport is a Fellow of the Society of Actuaries, a member of the American Academy of Actuaries and holds a Master’s Degree in Business Administration from the University of Chicago. Here are some of her many awards:

  • Workers in Employee Benefits named Anna Rappaport Employee Benefits Professional of the Decade in connection with their 10th anniversary.
  • Business Insurance selected Anna Rappaport as one of the Top 100 Women in Benefits and Insurance in October 2000.
  • In March 2003, Anna Rappaport received the ,b>Illinois State Treasurer’s Woman to Woman Award as a Trailblazer in Public Policy.
  • Anna Rappaport was the recipient of the YWCA’s Outstanding Achievement in Business Award in October 2003.
  • Anna Rappaport received The Society of Actuaries John E. O’Connor Distinguished Service Award for 2003.
  • In October 2005, WISER awarded Anna Rappaport a Hero’s Award for her contributions to furthering women’s retirement security.
  • Wynn Kent Public Communication Award
  • Actuarial Foundation Insurance Legends Award in 2011
  • 2011 Society of Actuaries Outstanding Volunteer Award

Don't Let Disability Derail Retirement Security - Rappaport and Kaleda - Retirement InSight and Trends article Read a summary transcript of Anna Rappaport’s
presentation
The Don’t Let Disability Derail
Retirement Security
in the 1st Qtr 2014 issue of
“Retirement Insight and Trends”.


Publications/Presentations
Anna Rappaport was writing and studying the implications of our changing demographics for financial security systems long before there was a societal focus on this issue as the Boomers started to reach retirement age. She published her first paper on social and demographic issues in 1975 and has been studying these issues ever since. The topics she focuses on include the future of employee benefits, strategies for retirement security, implications of an aging workforce, phased retirement, post-retirement risk, Social Security and women’s special retirement challenges.

Anna has written several articles on disability risk and retirement security. Recently she focused on issues related to achieving retirement security in a world dominated by defined contribution plans, and on the impact of long-term disability on retirement security. She has chaired the Society of Actuaries Committee on Post-Retirement Needs and Risks for 15 years, and has played a major role in the development a recognized research program devoted to better understanding and management of Post Retirement Risks.

Anna is a frequent speaker and contributor to business and trade publications, and is the co-author of three books on the topics of demographics, retiree medical and retirement. For many years, she wrote a column on post-employment benefits for Employee Benefit Plan Review.



Have Anna Rappaport speak at your event!

Anna Rappaport is an experienced speaker and keynote presenter on topics pertaining to retirement confidence research.

Please contact us today via email or phone 847-686-0440 x102 if you would like to have Anna Rappaport present at your conference or appear at one of your events, or to receive a free voucher to view a sample of one of our speaker’s work.



View other speakers on similar topics suitable for your Retirement Professional Development or National Consumer events:



Links
Find courses and products from Anna Rappaport at the Retirement Resource Center.

Posted in: Lifetime Income, Medical and Long-term Care, PROTECT from Retirement Risks, Successful Aging

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