Description: Read the February 2018 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: Chapter 10 of the Models for Retirement Policy Analysis. This chapter describes the Macroeconomic-Demographic Model of the U.S. Retirement Income System used to investigate alternative approaches to investment of the OASDI trust funds.

Description: Description of US Social Security COLA effective December 2024 and other automatic adjustments effective for 2025

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: Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many companies have left employees without easy access to reliable retirement income Collective Defined Contribution plans which are used to a small extent in the US but more broadly used elsewhere offer an option for consideration.

Description: The American Council of Life Insurers provides an update on recent tax-related ACLI activity. Topics in this issue include (1) the NAIC's Principle-Based Reserves (PBR) Review Working Group and its exposed revisions to the Annual Statement Blanks; (2) ongoing communications with the Internal Revenue Service and Treasury to seek published guidance on PBR; (3) an update on tax reform activity in Congress; (4) the framework for change issued by the NAIC's Variable Annuities Issues (E) Working Group; and (5) the ERISA Advisory Council's development of model notices and disclosures for pension risk transfers.

Description: This report presents the results of the work undertaken in response to the SIPF’s request. The premise of this work is that there is a need for a concise but still comprehensive and focused report on the financial health and prospects of state and municipal plans to give stakeholders the overview they need to come to informed opinions about the need for changes to the structure of these plans. The report needs to strike a balance between narrative and quantitative indicators of a plan’s financial health.

Description: The author finds that misperceptions and lack of an appropriate context are the reason that illiquid investments - in particular annuities- have been the less desirable component of a retirement plan. The paper also suggests several catalysts that could spark a dramatic reversal of the current situation. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform.

Description: A look at recent changes to Canada's social security system - the politics, stakeholder views and implications for retirement readiness.