Description: Elizabeth Wells describes the fundamental underpinnings and processes that can help reduce the risk of inequitable division of retirement benefits between divorcing couples.

Description: In this article, the authors focus on the disparities for women and minorities in retirement security with emphasis on issues that may be of particular interest to actuaries. From Pension Section News, October 2011, Issue No. 75.

Description: The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential consequences of accumulating education debt for retirement security.

Description: Report on 2013 committee activities and a cumulative summary of key findings of the research. There ae many consistent themes. Description of major ongoing work project.

Description: The research report focuses on the financial impact student debt can have on both working and retired Americans.

Description: Presented at the Living to 100 Symposium, January 2011. This paper looks at issues with regard to long life and managing risk by individuals. It focuses on how structuring of payouts interacts with issues related to long life, and also discusses cash benefits and health-related benefits.

Description: This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

Description: The Society of Actuaries and the Retirement Income Institute, a project of the Alliance for Lifetime Income, are partnering to explore ideas and thoughts on identifying current and alternative means of achieving and measuring retirement income adequacy. In issuing this call for essays, the organizations aim to gather perspectives, opinions and data on how to advance the state of effective retirement planning to assist individuals, actuaries, financial advisors, employers and other stakeholders.

Description: Planning for retirement in North America has become much more challenging as the defined benefit system has declined. We must take more responsibility for ourselves. As we plan, many societal forces affect us. Both men and women are disadvantaged because Americans in particular are not very good savers. While pension plans and Social Security, or CPP/QPP/OAS in Canada, generally use the same formulas for men and women, often the results are different. This article focuses on the challenges women face in retirement.