Description: Presentation give to the ASEC about women and retirement.

Description: COVID-19 and the accompanying policy changes have disrupted virtually everyone’s personal and professional lives. In April 2021, the Society of Actuaries (SOA) surveyed members and candidates to understand the impact of COVID-19 on the careers of actuaries and aspiring actuaries. The survey was sent to 26,101 members and candidates. Approximately 7% (1,912) responded and included demographic information. In addition, the SOA investigated actuarial exam progress at an aggregate level. Here are highlights of the findings.

Description: View The Impact of Disaster Events on Investments – Contagion Channels Perspective.

Description: The SOA Research Institute is pleased to make available material for Primer on Retirement Income Strategy Design and Evaluation, a primer that addresses strategies to generate income during retirement from the perspectives of their design and evaluation. Design involves specifying a joint investment and withdrawal strategy, which entails deciding how to invest available assets and setting a plan for withdrawing income. Evaluation involves analyzing how well the potential outcomes arising from a strategy satisfy objectives, which provides the foundation for strategy selection. The main focus of this Primer is investment strategy rather than withdrawal strategy. However, investment strategy cannot be examined independently from withdrawal strategy. Income generation is the focal point of a retirement income strategy, and this in turn depends on the rules under which income is drawn. In addition to the primer, the authors have created two Excel models for illustrative purposes.

Description: This report, with linked reference material, provides information on the needs and opportunities of the older age market, and the implications of the public's perceptions of their retirement risks, to be used in the development and distribution of products that will protect future retirees from financial risk.

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

Description: This research report examines the ban of the use of genetic testing information in life insurance mortality.

Description: Read about the A Model of the Impact of Social Distancing on the Transmission Rate of a Communicable Virus.

Description: Paper on the impact of investment advice regulations on personal actuaries.