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 Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States.

Description: The purpose of the essay call is to gather perspectives, opinions and data on the short and long-term consequences of COVID-19 on aging and retirement.

Description: Survey investigates the use of derivatives and related risk and valuation policies by pension funds and their external money managers.

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: 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.