Description: The author presents an overview of the Conference and highlights the controversy and discussion about the appropriate ways to measure assets and Liabilities for public sector pension plans. From the Pension Section News, September 2008, Issue No. 68.

Description: A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: Transcript of a round table discussion on Housing in Retirement moderated by Anna Rappaport on September 28, 2009.

Description: This report focuses on measuring retirement benefit adequacy in light of both expected and unexpected expenses in retirement and linking the measurement to the needs and objectives of different stakeholder groups.

Description: Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.

Description: Full version of Health Section News, December 2000, Issue No. 39.

Description: Full version of The Independent Consultant Newsletter, October 2006, Issue No. 12.

Description: Full version of Pension Section News, September 2001, Issue No. 47.

Description: Planning for retirement in North America has become much more challenging as the defined benefit system has declined. We must take more responsibility for ourselves. As we plan, many societal forces affect us. Both men and women are disadvantaged because Americans in particular are not very good savers. While pension plans and Social Security, or CPP/QPP/OAS in Canada, generally use the same formulas for men and women, often the results are different. This article focuses on the challenges women face in retirement.