Description: Much of enterprise risk management has its roots in portfolio management and corporate finance. The concepts of trading off risk and return and benefits of diversification are well understood and articulated in both the actuarial and economics fields, so I don’t believe there are significant knowledge gaps preventing actuaries from contributing to the field. In fact, actuaries may have an advantage in many situations where a large part of a firm’s overall risk arises from pension activities or other more typical actuarial risks.

Description: This report provides an overview of post-retirement risks, how they are perceived, and ways to protect against them. It presents key findings on the major retirement risks explored in the 2009 Retirement Risk Survey and provides context for the results in relation to other studies.

Description: This essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use of Qualified Longevity Annuity Contracts (QLACs).

Description: The results of new research on the current state and future opportunity of the retirement market in China.

Description: Actuarial Society Members On The Occasion of the Society Meeting in Philadelphia on October 19-20, 1893. Photo and names of attendees.

Description: This abstract describes a paper that studies a risk measure derived from ruin theory defined as the smallest initial capital needed to cope in expectation with the first occurrence of a ruin event.

Description: As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries (SOA) recently launched a series of reports exploring the impact of COVID-19 on retirement risks.This report is based on a follow-up conversation among actuaries from the SOA Retirement Section Council and the Retirement Section Defined Contribution Initiative Project Oversight Group. The actuaries that participated are currently working with plan sponsors of defined contribution plans in the United States and Canada. This report summarizes observations raised during the conversation about the current issues being discussed with clients to deal with immediate concerns as well as broader considerations about defined contribution plans, emergency funds and financial wellness.

Description: From the 1985 Valuation Actuary Symposium. Discussion on the role of valuation actuary.

Description: This presentation at the 1989 Valuation Actuary Symposium discusses the background and status of the trial compliance questionnaire, which will require the valuation actuary to demonstrate compliance with standards of practice.