Description: Updated metrics for measuring financial stress among multiemployer pension plans in the United States.

Description: In this video, Steve Siegel, introduces a report titled “Megatrends Impacting the Future of Retirement Plans.” He explains how to access the report on the SOA website and discusses its initiation during the COVID pandemic, aiming to inspire creative thinking about retirement. Siegel outlines key concepts from the reporting, including “Templosion” and “Non-Linear Life Trajectories”, which signify rapid changes and evolving life stages impacting retirement planning. He also discusses trends like “Diamonding” and “Gerontopogy” highlighting their implications for retirement and business opportunities. Finally, Steven emphasizes the ongoing nature of the conversation around retirement planning and invites viewers to explore the report for deeper insights. Contributors: Steve Siegel, ASA, MAAA; Rose Northon; Jon Forster ASA, MAAA

Description: Paper examines some of the current difficulties faced by defined benefit plans, and poses some solutions. From The Future of Pension Plan Funding and Disclosure Monograph, M-RS05-1.

Description: Expert discussion of several symposium papers. From The Future of Pension Plan Funding and Disclosure Monograph, M-RS-05-1.

Description: Book review of Steve Vernon’s Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck

Description: Highlights of recent media contributions by actuaries.

Description: Pension Forecasts, Part One: Some Questions by Lawrence N. Bader from Risks and Rewards Newsletter, February 2001, Issue No. 36.

Description: This article addresses the matter of adequacy in funding from first principles, without regard to the layers of regulation now existing.

Description: Describes recent call for essays that was issued by the Committee on Post Retirement Needs and Risks focused on securing future retirements.

Description: A supplemental report conducted in 2009 to contrast results of the 2008 study, 'Will Retirement Assets Last a Lifetime'? It discusses retirees confidence in having sufficient assets to fully fund their retirement, their willingness to take risk, efforts to control spending and their use of financial advisers.