Description: The SOA Research Institute has executed research for over twenty years on some repeating themes and topics. The reports build on each other and add content. This article summarizes and discusses a summary report on long-term care, caregiving and housing linked to long-term care and caregiving.

Description: Scenario analysis for a pension plan is the process of assessing the effects of hypothetical events on the plan’s future financial position, providing tangible real-world examples of risks facing the plan. Long term risks for a pension plan can often feel abstract. Providing strong narratives around possible future events makes it easier for stakeholders to engage with these risks and potential mitigation strategies

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: Read the October 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: Read the October 2020 issue of Retirement Section News published by the Retirement Section. Newsletter provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

Description: Read the May 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: Provides perspective on how risk has been shared in a variety of retirement and insurance arrangements, and suggestions some ideas for innovations and different risk sharing in the future. Traditional retirement program are defined benefit and defined contribution, which have very different methods of risk sharing. The new ideas share risk differently. Offers some history of retirement and risk sharing. Goal is to improve retirement security.

Description: Read the June 2020 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: 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.