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Anna Rappaport is available for consulting, keynote and major speaking engagements focusing on the following topics: 

  • The aging society - Over the last decade, Americans have been reinventing retirement.  As the Baby Boom generation reaches the “third age,” and what was once a traditional retirement age, American society will assume a different shape, with many implications for financial security and employment.  Individuals want choices as they lead their lives and businesses need to capitalize on a different environment.  Phased retirement will be the key order of the day. Anna Rappaport can focus on employer, individual and social implications of these changes. 

  • Post-retirement risks - Retirement planning and management can be thought of as in two phases; accumulating resources and using them.  The traditional focus has been on accumulating resources.  Rappaport's focus is on post-retirement risks, which is about understanding the issues and options in the phase when assets are to be used. Anna Rappaport did a presentation summarizing key issues and findings from 10+ years of Society of Actuaries post-retirement risk research in November, 2011.

  • Women & Retirement - Women have different work and life histories than men; they live longer and are likely to have fewer years in the paid labor force and, on average, lower earnings.  They are much less likely than men to have a spouse later in life.  Women have different challenges in creating a secure retirement, but often these issues are neglected in discussions about retirement policy.

  • The future of employee benefits - The same economic, regulatory and demographic pressures are driving change in the health care system as well as pensions. Anna Rappaport can help you focus on the link between the environment to the total benefits package and think about futures for the package.

  • Implications of living to 100 - One of the drivers of the aging society and of the emerging needs of women is the increase in life spans. The Society of Actuaries sponsored multi-disciplinary international symposia on this topic in 2003, 2005, 2008 and 2011. Anna Rappaport keynoted the 2003 symposium and presented a paper on implications of post-retirement risks at the high ages in 2005. She moderated and organized two panels – one on societal implications of long life and one on the impact on patterns of retirement in 2008, and presented a paper on women and long life. She authored and presented two papers in 2011. See the papers and presentations for her views on these topics.  

  • Social Security reform - Anna Rappaport can provide perspective on Social Security reform and focus on how women would be affected by various reforms.   She served on the 2003 Technical Panel to the Social Security Advisory Board and, during her service, advocated for a recommendation that would lead to more focus on how benefits are paid to people in different situations.   In 2008, she participated as one of four authors in a Contingencies feature: Remaking Social Security from the Ground Up. She believes that we need to balance our view of policy by looking at how benefits are paid when we look at costs. 

  • Pension system issues - The pension system is under a great deal of strain from increased pressure on resources in private sector and public environments, complex regulation, emerging standards with regard to financial reporting and transparency, a fluctuating economic environment, global competition, and shifting demographics. A major shift to individual responsibility is accompanied by increased evidence that individuals are poorly prepared to handle that responsibility. After more than 25 years in the business, she feels that there are a number of important lessons learned and is seeking better solutions. She has given a keynote presentation to two different groups focusing on system realities, lessons learned, and a wish list for the future. She testified at the ERISA Advisory Council in 2008 on distributions from DC plans and on phased retirement.

Crafting strategies for building consensus among decision-makers  
In many situations the challenges of finding a solution are not the result of technical issues, but difficulties in reaching a compromise where there are conflicting objectives. This can be particularly troublesome  because of the large impact on people's lives. Anna Rappaport can assist in working through the issues to find common ground.

Consulting on aging workforce strategies  
Demographics have always been important. The aging workforce will present new opportunities and greater challenges for many organizations. Anna Rappaport can help you identify a range of areas for responding to the new environment. While at Mercer, she worked on Mercer's team to help the AARP develop the report: Staying Ahead of the Curve 2004: Best Practices for a Mature Workforce. That report can be found on the AARP website and a link is included in Resources.

Matching workforce strategies and retirement program strategies to business needs
Strategies should be based on matching the needs of business with its workforce. Anna Rappaport can help you identify important trade-offs and find the best compromise between the needs of various stakeholder groups.

Writing articles and position papers
Anna Rappaport can help you formulate your point of view and develop it into an article or position paper. She can help you develop ideas that you can then execute.

Formal presentations tailored for a large group and interactive discussions for small group
Anna Rappaport can work with you to identify what is important to your organization and build a presentation or conversation to help address your issues.

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