Description: This article argues that wealth managers should advocate dynamic spending in proportion to survival probabilities, adjusted up for exogenous pension income and down for longevity risk aversion. The authors criticize the rule of thumb of spending a fixed 'x' percent of assets for retirement planning purposes.

Description: The abstract for the paper The Impact of The Equity Risk Premium and Population Aging on The Canadian Retirement Savings System.

Description: View the full essay collection titled "The Impact of Climate Change Risk on Retirement"

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the impact of COVID-19 on financial stress.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a literature review on the impacts of healthy lifestyle behaviors and chronic condition management, providing a resource for actuaries and others on these issues.

Description: This call for essays explores the impact of Artificial Intelligence/Large Language Models on retirement professionals and retirees. Review background information, research objectives submission guidelines, and the timeline.

Description: The collection of papers in this monograph were the result of a call for papers issued by the SOA’s Committee on Post Retirement Needs and Risks in partnership with the Long Term Care Section to explore the impact of long‐term care needs and expense on retirement security from a variety of aspects. The papers help expand thinking on how long‐term care events impact families as well as approaches to mitigating the impact of these events and related issues. As a result, this monograph provides a multi–disciplinary, textured analysis on this topic and serves to encourage future work in this area. - See more at: http://new.soa.org/news-and-publications/publications/other-publications/monographs/pub-retirement-systems-monographs.aspx?&cmsMode=Preview&langtype=1033#sthash.KVM2cSq7.dpuf

Description: This is a paper from the session on the Asia at the January 15-18, 2023, 2023 Living to 100 Symposium in Orlando, Florida.

Description: As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online conversation about the impact of COVID-19 on retirement risks.

Description: Hardly a day goes by without a feature story about the latest reverberation from the expanding use of Artificial Intelligence/Large Language Models (tools) in a variety of settings. The pace of use (and misuse) of these tools, such as ChatGPT and Bard, has been explosive and shows no sign of abating. Many experts would argue we are on the cusp of a permanent paradigm shift in teaching/academics and overall application of technology. With these issues in mind, the Society of Actuaries (SOA) Research Institute’s Aging and Retirement program is interested in an exploration of this topic from a variety of perspectives. The result of this effort is intended to provide a useful resource for readers to become well-grounded on the issues surrounding the impact of these tools in a retirement context and set the stage for future research.