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  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update

    Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update This report is an update to a 2014 paper related to changes in the continually evolving pension risk ...

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    • Authors: Society of Actuaries
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer
  • Impact of Inflation in Retirement—Survey Findings

    Impact of Inflation in Retirement—Survey Findings The document is a report on the impact of inflation in retirement based on survey findings conducted by the Society of Actuaries Research ...

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    • Date: Sep 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Finance & Investments; Pensions & Retirement
  • U.S. Multiemployer Pension Plan Withdrawal Liability Basics and Collectibility

    U.S. Multiemployer Pension Plan Withdrawal Liability Basics and Collectibility A plain-language, high-level explanation of employer withdrawal liability issues, including how they grew to be ...

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    • Authors: Society of Actuaries
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • Using SOA Research Institute Consumer Research and Consumer Resources: Part 2—Key Findings at Different Life Stages

    Using SOA Research Institute Consumer Research and Consumer Resources: Part 2—Key Findings at Different Life Stages This article is the second in a series that offers a concise summary of an ...

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    • Authors: Anna M Rappaport
    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • 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 is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • 2022-max-health-span

    Planning for retirement is at the top of many minds. How do I save? When is the right time? What are my plans? But what are the impacts of your health on retirement? Learn more about the effects ...

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    • Authors: Howard Bolnick, Daniel Kotzen, Kevin Xiao
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Life Insurance; Pensions & Retirement
  • Aging and Retirement Consumer Focused Material

    Aging and Retirement Consumer Focused Material This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping ...

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    • Authors: Society of Actuaries
    • Date: Feb 2021
    • Topics: Pensions & Retirement
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Disparities in Retirement Preparedness in the Gig Economy

    Disparities in Retirement Preparedness in the Gig Economy This research would provide facts that inform policymakers about the impact of the gig economy on workers’ retirement preparedness and ...

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    • Date: May 2022
    • Topics: Pensions & Retirement
  • types-retire-plans

    This video features Sherry Chan a C – level executive and SOA board member. This video provides an overview of retirement plans, focusing on Defined Contribution (DC) and Defined Benefit (DB) ...

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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>Post retirement risks