Publications

Anna Rappaport is the co-author of three books. She has written extensively in the area of retirement planning and high age implications for women including personal planning, employee benefits and Social Security.  She has been an occasional contributor to the Human Capital Exchange.  Since 2009 Anna has been a regular columnist in the Society of Actuaries Pension Section News.  Below is a partial list of publications, provided with permission. Please click here for an extensive list of Anna’s published work.

Links to published work
Emerging Retirement Issues

• Making Employee Benefits Responsive to Family Diversity, by Anna M. Rappaport, John Migliaccio, and Darcy Foreman, Benefits Magazine, September 2013, International Foundation of Employee Benefit Plans
• Measuring Benefit Adequacy: How Employers Can Support HR Policy, by Anna M. Rappaport, Vickie Bajtelsmit, and LeAndra Foster, Benefits Magazine, April 2013, International Foundation of Employee Benefit Plans
• Measuring Success to Improve Long-term Economic Security when DC Plans are Primary, to be published in the SOA Pension Section News (first issue 2014)
• Business Case for Benefits, Benefits Quarterly, First Quarter, 2013
• Making Choices for Postretirement: Knowledge, Behaviors, Preferences and Misperceptions, Benefits Quarterly, Third Quarter, 2013
• Disability: A Threat to Long-term Financial Security Is Growing More Serious in a World of Increasing Individual Responsibility, Journal of Retirement, Summer 2013, Volume 1, Number 1, pp. 55-66P
• May, 2011: Perspectives from Anna: Longevity; Getting Older Happens; Annuitization; Thinking About Things in Different Ways,
• May, 2011 co-authored with Eric Freden: The 2011 Living to 100 Symposium: A Compilation of Attending Actuaries’ Comments,
• December, 2010: Perspectives from Anna: Disability Benefits in a Defined Contribution World,
• May, 2010: Perspectives from Anna: Women and Financial Security,
• May, 2010: co-authored with Maria Malayter. The World Future Society 2009 Conference: Issues Facing Older Women ,
• June, 2009 Premier Column! Perspectives from Anna,
• The Actuary magazine published by the Society of Actuaries, cover story, February – March, 2011 Improving Retirement Security, by Anna Rappaport, Stacy Schaus and Jeff Clymer,
• Article in The Actuary, August—September, 2011 Living to 100: Growing Societal Impact and Challenges by Anna Rappaport ,
• Policy Improvements to Enhance Retirement Security in the United States, Benefits Quarterly Third Quarter, 2010
• Retirement in the Future: Focusing on the Payout Period (Steve Siegel, Co-Author), Benefits Quarterly Second Quarter 2010
• Future Patterns of Work and Retirement: The Evolving Third Age, World Future Society
• Retirement Risk: How Employers Can Help, Benefits Quarterly Digest October 2008
• Financial Literacy and the Challenges of the Postretirement Period, Benefits Quarterly Third Quarter 2009
• The Future of Retirement – An Exploration and Comparisonof Different Scenarios, Benefits Quarterly Third Quarter 2008
• Phased Retirement—An Important Part of the Evolving Retirement Scene, Benefits Quarterly Second Quarter 2009
• Improving the Financial Status of Elderly Women:Issues in Savings, Pension Plans and Social Security, Benefits Quarterly First Quarter 2007
• Reflections on Health Care Financing and Benefits in the U.S. — Observations and Opinions, May 2008 Health Watch, Society of Actuaries (Copyright 2008 by the Society of Actuaries. Reprinted with permission.)
• Women and Retirement: Greater Challenges and More Individual Responsibility, May 2008 Pension Section News, Society of Actuaries (Copyright 2008 by the Society of Actuaries. Reprinted with permission.)
• Some Interesting Information about Phased Retirement, January 2008 Pension Section News, Society of Actuaries (Copyright 2008 by the Society of Actuaries. Reprinted with permission.)
• Avoiding the Retirement Scramble, The Actuary, April-May 2008, Society of Actuaries (Copyright 2008 by the Society of Actuaries. Reprinted with permission.)
• Challenges and Opportunities of Longer Life, Product Matters, June 2008, Society of Actuaries. Co-Authored with Tim Harris, Steve Siegel and Ronora Stryker (Copyright 2008 by the Society of Actuaries. Reprinted with permission.)
• May-June Contingencies -Financial Literacy and Post-Retirement Risks: An Actuary Speaks Out
• “Managing Life & Spending Changes During Retirement” – Defined Contributions Insights
• The Conference Board Report — Grey Skies, Silver Linings – contributing author, report is available for purchase
• The Future of Retirement – An Exploration and Comparison of Different Scenarios, published in Monograph, Re-envisioning Retirement in the 21st Century, Society of Actuaries, 2006
• Sustaining Retirement Income — Barriers and Dreams — published by The Research Foundation of CFA Institute, Chapter in Volume — “The Future of Life Cycle Saving and Investing”, October, 2007
• Phased Retirement After the Pension Protection Act Report #1402-07-RR,
  The Conference Board  (link is to release about the report, which is available for purchase)
• Engagement Letters to Help You Run Your Practice Well (The Independent Consultant)
• Hot Potato: Can employees handle pension risk shunned by employers?
• Anna speaks out on Phased Retirement – Letter to IRS
• Post-Retirement Needs & Risks (SOA)
• Consumer Questions about Retirement
• Phased Retirement Programs: Has the World Changed? (Pension Section News 2007)
• An Actuary’s View of the Future of Life Cycle Saving and Investing (The Actuary, February/March 2007)
• How Americans Manage Post-Retirement Needs and Risks (Defined Contribution Insights June/July 2006)
• SOA Research Provides Insight for Navigating a Treacherous Pension Environment(Society of Actuaries)
• Moving into the Third Age (Society of Actuaries)
• Risk Sharing in Retiree Medical Benefits (Pension Research Council, Wharton School)
• The Importance of Employer Plans –- A Dialogue on a Key Issue
• Alternatives for Providing Family Retirement Benefits in Social Security and  Employer Sponsored Pension Plans (SOA)
• Defined Contribution Insights – New Insights Into What Is Known About Retirement Planning (PSCA)
• NASI – Perspectives in Retirement Risks and the Individual (with Monica Dragut)
• Risk Sharing in Retiree Medical Benefits (published as a Chapter in Restructuring Retirement Risks)

Women, Retirement and Social Security

• Joint Task Force on Issues Affecting Women as They Age symposium: “Women at Risk: Timing, Financing and Coping with Retirement” – Anna Rappaport has paper and presentation in this publication. See http://actuarialfoundation.org
• Improving the Financial Status of Elderly Women: Issues in Savings, Pension Plans and Social Security, Benefits Quarterly, First Quarter 2007 (Abstract with ordering information)
• Harvard Generations Policy Journal – “Easing the Strain on Boomer Women in Retirement: Why Efforts Must Begin Now”
• Financial Information for Women (Society of Actuaries)
• Retirement Implications of Demographic and Family Change Symposium –Alternatives for Providing Family Retirement Benefits in Social Security and Employer Sponsored Pension Plan
• NASI “Sounding Board” – “Women are the majority of older Americans and many of them are alone”
• Improving the Financial Status of Elderly Women: Issues in Savings, Pension Plans and Social Security

Aging Society

Click here for publications available for sale through Amazon.Anna is also a contributing author for “Sixty Things To Do When You Turn 60.”  
Click here to order

 

• Testimony of Anna Rappaport, ERISA Advisory Council September 19, 2007
• Concluding remarks at the 2007 The Conference Board Pensions and Retirement Conference.
• Perspectives on SOA Post-Retirement Risk Research and what it tells about the implications of long life

Media coverage

• Can this county budget be saved?
•  Webchat on Retirement Issues
• “Gliding into the Golden Years“
•  “Seniors at Work: What Retirement?“
• “Pioneers: A Voice for Change” (Society of Actuaries)