Description: The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on predictions of financial security at different life stages.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: The PowerPoint summarizes the research. This paper is intended to help plan sponsor fiduciaries understand existing options and carry out their due diligence when studying retirement income solutions for DC retirement plans. It educates human resources and financial professionals at plan sponsors about the potential issues, solutions, and processes involved with implementing, administering, and communicating a retirement income program for their plan participants.

Description: Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA or 401(k).

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS).

Description: This is a bits and pieces sections in The Actuary magazine that covers a variety of topics. From The Actuary Magazine June 2007