Anna Rappaport

Planning & Benefit Design

• Employee Benefit Planning, Plan Structure and Design, Income in Retirement
• https://annarappaport.com/wp-content/uploads/2013/12/Rappaport-Bajtelsmit-Foster-April-2013.pdf
• Business Case for Benefits – Benefits Quarterly, Q1 2013
• Retirement Risk: How Employers Can Help – Benefits Quarterly Digest, October 2008
• Policy Improvements to Enhance Retirement Security in the United States – Benefits Quarterly, Q3 2010
• Retirement in the Future: Focusing on the Payout Period – Benefits Quarterly, Q2 2010
• Making Employee Benefits Responsive to Family Diversity – Benefits Magazine, September 2013
• Measuring Success to Improve Long-term Economic Security when DC Plans are Primary – SOA Pension Section News, 2014

Financial Literacy & Education

• Misperceptions,” Benefits Quarterly, Q3 2013

Women’s Retirement Issues (Pre-Retirement Focus)

• Improving the Financial Status of Elderly Women: Issues in Savings, Pension Plans, and Social Security – Benefits Quarterly, Q1 2007
• Women and Retirement: Greater Challenges and More Individual Responsibility – Pension Section News, May 2008
• Financial Literacy and the Challenges of the Postretirement Period – Benefits Quarterly, Q3 2009

Phased Retirement & Workforce Trends

• Phased Retirement—An Important Part of the Evolving Retirement Scene – Benefits Quarterly, Q2 2009
• Phased Retirement Programs: Has the World Changed? – Pension Section News, 2007
• “Financial Literacy and Post-Retirement Risks: An Actuary Speaks Out,” Contingencies, May–June 2011

“Making Choices for Post-Retirement: Knowledge, Behaviors, Preferences, and Broader Retirement System & Demographics

• The Future of Retirement – An Exploration and Comparison of Different Scenarios – Benefits Quarterly, Q3 2008
• The Future of Retirement – Monograph, SOA, 2006
• Sustaining Retirement Income — Barriers and Dreams – CFA Institute, 2007
• An Actuary’s View of the Future of Life Cycle Saving and Investing – The Actuary, Feb/March 2007
• “Grey Skies, Silver Linings,” The Conference Board Report

Aging & Late-in-Life Issues

• Challenges and Opportunities of Longer Life – Product Matters, June 2008
• Living to 100: Growing Societal Impact and Challenges – The Actuary, Aug–Sept 2011

• Testimony of Anna Rappaport, ERISA Advisory Council, September 19, 2007
• Concluding remarks at the 2007 The Conference Board Pensions and Retirement Conference.

Technology, Climate & Emerging Issues

• Grey Skies, Silver Linings – Conference Board Report
• Hot Potato: Can Employees Handle Pension Risk Shunned by Employers?