Description: This paper discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: This article summarizes the presentations by the Society of Actuaries and the Academy of Actuaries at the January 2015 National Academy of Social Insurance (NASI) Roundtables in Washington DC. SOA presented on the 2014 SOA monograph series "The Link between Retirement Security and Long-Term Care."

Description: This abstract describes a presentation that describes a comprehensive risk analysis of participating life insurance products with a particular focus on the impact of product design.

Description: This article discusses the importance of employer retirement plans. Retirement security in the United States comes from Social Security, employer-sponsored benefits, and personal assets including housing and individual savings. The retirement system today is faced with a lot of change, threat and uncertainty. This article deals with the question: How do employers add value by sponsoring plans? It is positioned to open up a dialogue among actuaries and include embedded questions that are italicized throughout this article. From Pension Section News, January 2006, No. 60.

Description: Provides highlights of the "How Americans Manage their Finances" study and relates results to other SOA research. Researcher for study is at University of Southern California and the SOA is partnering with the Social Security Administration.

Description: This report discusses the use of a basic table of net annual claim costs for hospital and surgical expense insurance as adopted by the NAIC in 1956 to be used as a minimum reserve standard for loss-of-time benefits. It is the intention of this paper to outline the characteristics of the table, to discuss the factors which influence reserve considerations, and to describe suitable methods of determining active and disabled life reserves for the types of benefit provisions now most generally offered. From Transactions of Society of Actuaries 1965, Vol. 17, Pt. 1, No. 49.

Description: This SOA report provides an overview and analysis of the mortality models, theories and trends contained in the papers presented at the past four international Living to 100 symposia.

Description: Report highlighting SOA research about retirement expectations and the post-retirement experiences of individuals as they move through retirement.

Description: The abstract for the paper The Effects of Advanced Age Mortality Improvement on the Valuation of Variable Annuities with Guaranteed Death Benefits.

Description: Analysis of diagnosis and pharmacy-based methods of health risk assessment. Issue No. 44.