50+ CE Courses $29 each or
FULL ACCESS to ALL COURSES
$99/90 days or $199/365 days

Anna Rappaport, FSA, MAAA

Anna Rappaport, FSA, MAAA

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 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 Rappaport 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 Are

    Active 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.

 

 

Anna Rappaport,  FSA, MAAA - Anna Rappaport Consulting - Post-retirement Needs and Risks Thought Leader - Retirement Speakers Bureau Anna Rappaport is available to do presentations on a variety of topics for your retirement professional development group.

 

Please visit the Retirement Speakers Bureau to find out how you can request this or other leading industry experts to speak at your next meeting, conference, or other event.

Grid | List (1 to 4 of 4) « Prev | Next »
$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

$ 99 for 90 Days - Full Access Membership - 50+ CE Courses

Receive 90-Days FULL ACCESS to 50+ eligible elearning courses, audio downloads, and live webinars (held during membership) - CFP®, CRC® ASPPA, and PACE CE - no auto-renew, option to upgrade - one low fee!
$99.00
Don't Let Disability Derail Retirement Security - Rappaport and Kaleda

Don't Let Disability Derail Retirement Security - Rappaport and Kaleda

1 hr CFP®, CRC®, PACE CE

Gain insight into the unintended consequences that expose disabled employees to retirement security risk, caused by the shift from defined benefit to defined contribution plans.

$29.00
How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

How Middle Income Retirees Plan For and Manage Their Risks, Assets and Spending Decisions in Retirement - Greenwald

1 hr CFP®, CRC®, PACE CE

Gain insight into the most common financial shocks experienced by those who have been retired for at least 15 years, and how they handled those financial shocks.

$29.00
The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Greenwald and Bogosian

1 hr CFP®, CRC®, PACE CE

It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.

$29.00
Grid | List (1 to 4 of 4) « Prev | Next »

-