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  • Women and Post-Retirement Risks

    Women and Post-Retirement Risks The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Future of Retirement in China Fast Facts

    The Future of Retirement in China Fast Facts A fact sheet summarizing The Future of Retirement in China research material. Retirement planning, Retirement risk, Retirement income 10/30/2019 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Age Wise Infographic Series - 4 - Where will you live?

    Age Wise Infographic Series - 4 - Where will you live? Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy ...

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    • Authors: Society of Actuaries
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”

    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Retirement Readiness and the Value of Future Social Security

    Retirement Readiness and the Value of Future Social Security Retirement readiness planning is difficult because the value of a person's future Social Security benefits is uncertain, given ...

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    • Authors: John Turner
    • Date: Apr 2017
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
  • Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007

    Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 Tables for the Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving ...

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    • Authors: John R Gist, Carlos Figueiredo
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • A Conversation on Dementia and Cognitive Decline

    A Conversation on Dementia and Cognitive Decline A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline. Medicaid;Medicare;LTCI; ...

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    • Authors: Anna M Rappaport
    • Date: Dec 2018
    • Competency: Strategic Insight and Integration
    • Topics: Pensions & Retirement>Retirement risks
  • Post Retirement Experiences of Individuals over 85 Years Old

    Post Retirement Experiences of Individuals over 85 Years Old This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement ...

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    • Authors: Society of Actuaries, Brian J Perlman
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Relationship of Marital Status to Financial Priorities of Five Generations of Americans

    Relationship of Marital Status to Financial Priorities of Five Generations of Americans This study extends provides insights into how married and partnered couples in five generations compare and ...

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    • Authors: Mathew Greenwald
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks