Retirement Security:  Long Term Care as an Individual Matter

Speaker: Anna Rappaport

About the Session:

In this session, Anna Rappaport will discuss the Society of Actuaries’ (SOA) newly-released report that  summaries the Institute’s consumer research, essays and reports on these topics over more than 20 years, including important findings from related outside research. Retirement experts, plan developers, researchers,service providers, and those who serve individuals, including employee benefit plan sponsors, advisors and financial services organizations will find important insights in the report..  Access to the report Long-Term Care, Caregiving, and Related Housing Issues: The Perspective of the Individual is available at https://www.soa.org/4921fe/globalassets/assets/files/resources/research-report/2024/ltc-perspective-individual.pdf

The SOA Research Institute’s Aging and Retirement Strategic Research Program was established in 2018 and builds on more than 20 years of post-retirement–focused research designed to understand the ways Americans prepare for and manage their finances post-retirement. The research and individual projects have been designed to build a body of knowledge on particular topics and much of the work has been supplemented by the publication of consumer education materials.  The SOA Consumer Hub can be accessed here: https://www.soa.org/programs/aging-retirement-hub/

About the Speaker:

Anna Rappaport, FSA, MAAA is an internationally recognized expert on aging, retirement and work issues.  She is the author of the report we are discussing today and she, personally, is a phased retiree.

Anna is past President of the Society of Actuaries and chairs its Committee on Post-Retirement Needs and Risks.  Anna completed 60 years as a Fellow of the Society of Actuaries in 2023. Anna has written for several publications and serves on the Board of the Women’s Institute for a Secure Retirement (WISER).  She previously served on the NASI Board and the Advisory Board of the Pension Research Council and on several government advisory groups.

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