Announcement: SOA congratulates the new FSAs for June 2025 in Bangkok.

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  • 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
    • 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
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • PBGC Retirement Plans Mortality Study

    PBGC Retirement Plans Mortality Study This is a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience. The study consists of data furnished by the PBGC for the time period of ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
  • ERISA and Retirement Income Security: 50 Years Later

    ERISA and Retirement Income Security: 50 Years Later The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed ...

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    • Authors: Mark Shemtob
    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Public Policy
  • Bo Doesn't Know Retirement But Pension Actuaries Do!

    Bo Doesn't Know Retirement But Pension Actuaries Do! Article presents a potential role for pension actuaries to help assess the effectiveness of defined contribution plans. By Ted Goldman ...

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    • Authors: Theodore A Goldman
    • Date: May 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Pensions & Retirement>Defined contribution and 401k plans
  • planning-decision-making

    In this video Steve Siegel, a Senior Practice Research Actuary at the Society of Actuaries Research Institute, discusses a study focusing on the retirement planning of 35 to 45 year olds. The ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design; Public Policy
  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax

    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • retire-plan-emp-want

    In this video, Steve Siegel, a Senior Practice Research Actuary at the Society of Actuaries Research Institute, introduces a report titled “What Retirement Plan Features Do Employees Really Want?” ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design; Public Policy
  • megatrends

    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 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2024
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Plan design; Public Policy
  • The Advice Challenge

    Though some defined contribution plans have added retirement income options in the form of annuities, there is a challenge to retirees in deciding whether to select such options and if so the ...

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    • Authors: Mark Shemtob
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Post retirement risks