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  • Observations on our Observations

    Observations on our Observations Observations on recent SOA study on input and output smoothing techniques ad impact on defined benefit funding. ;; Asset valuation; Funding policy; Market value ...
    • Authors: Joseph Silvestri
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
  • Understanding and Managing Post-Retirement Risks

    Understanding and Managing Post-Retirement Risks The SOA is pleased to make available the first report in a series highlighting the SOA's extensive boy of research on post-retirement risks ...

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    • Authors: Society of Actuaries
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Women and Retirement—Long-Standing Issues and New Developments

    Women and Retirement—Long-Standing Issues and New Developments Women have different resources and experiences than men in retirement, partly due to demographic and life cycle differences and ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography>Gender factors; Demography>Longevity; Demography>Population data; Pensions & Retirement>Post retirement risks
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-risking Strategies

    Pension Risk Transfer: Evaluating Impact and Barriers for De-risking Strategies This article provides an overview and highlights of the recent paper Pension Risk Transfer: Evaluating Impact and ...

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    • Authors: Jason Gratson, Timothy Geddes, Ivana Curguz
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Pension risk transfer
  • Working Longer: How and When We Retire

    Working Longer: How and When We Retire As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement
  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax

    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • What is the Retirement Section Council? An Interview of SOA Retirement Section Council Chair

    What is the Retirement Section Council? An Interview of SOA Retirement Section Council Chair Interview with the current Chair of the Retirement Section Council, describing the work of the Council ...

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    • Authors: Hal Tepfer, Patrick Ring
    • Date: Jul 2023
    • Competency: Communication; Leadership; Professional Values
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession; Pensions & Retirement
  • An Actuary View of the Future of Life Cycle and Investing a Report and Some Discussion on Key Issues

    An Actuary View of the Future of Life Cycle and Investing a Report and Some Discussion on Key Issues This article discusses Life-Cycle Saving and Investing for retirement. The article reviews ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Risk management
  • The Actuaries Longevity Illustrator Has a New Look and Feel

    The Actuaries Longevity Illustrator Has a New Look and Feel The SOA and American Academy of Actuaries announce updated financial planning tool for retirement. American Academy of Actuaries and ...

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    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Pensions & Retirement; Technology & Applications
  • retire-plan-emp-want

    In this video, Steve Siegel, a Senior Practice Research Actuary at the Society of Actuaries Research Institute, introduces a report titled “What Retirement Plan Features Do Employees Really Want?” ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design; Public Policy