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: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on personal finances, including financial exploitation, scams and fraud, and care and spending decisions that are not aligned with retirement goals. To address these issues, the SOA’s Aging and Retirement Strategic Research Program co-sponsored work on the Thinking Ahead Roadmap which was created by a team from the University of Minnesota and Stanford Center on Longevity. In this webinar, members of the research team will preview the Thinking Ahead Roadmap and the steps that people can take to help ensure their financial wishes are honored as they age. The presenters will discuss: 1. Advice on choosing the right financial advocate 2. Organizing financial information to pave the way for a smooth transition 3. Starting open and honest conversations about future money management 4. The importance of a financial power of attorney and how to obtain one 5. Shifting money management responsibilities when the time is right

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: In 2022, the Society of Actuaries (SOA) Research Institute Committee on Finance Research (CFR) of the Investment Section in collaboration with the SOA Research Institute Catastrophic and Climate Strategic Research Program, published a research report on the impact of disaster events on investments. The report, The Impact of Disaster Events on Investment-Contagion Channels Perspective, which explored this issue from the perspective of contagion channels, provided a framework for further investigation. As a next step, CFR is seeking essays on how the concepts in the report and related studies may be practically applied in specific situations and recent experiences.

Description: This paper attempts to gather information regarding various components of the Canadian retirement income system, and to quantify the impact on the system of unanticipated morality improvements, particularly at age 65 and over, and of lower than expected equity returns. From 2005 Living to 100 and Beyond Monograph, M-LI05-1.

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: A literature review on the impacts of healthy lifestyle behaviors and chronic condition management, providing a resource for actuaries and others on these issues.