Description: An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences.

Description: Elizabeth Wells describes the fundamental underpinnings and processes that can help reduce the risk of inequitable division of retirement benefits between divorcing couples.

Description: In this article, the authors focus on the disparities for women and minorities in retirement security with emphasis on issues that may be of particular interest to actuaries. From Pension Section News, October 2011, Issue No. 75.

Description: Report on 2013 committee activities and a cumulative summary of key findings of the research. There ae many consistent themes. Description of major ongoing work project.

Description: This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

Description: Planning for retirement in North America has become much more challenging as the defined benefit system has declined. We must take more responsibility for ourselves. As we plan, many societal forces affect us. Both men and women are disadvantaged because Americans in particular are not very good savers. While pension plans and Social Security, or CPP/QPP/OAS in Canada, generally use the same formulas for men and women, often the results are different. This article focuses on the challenges women face in retirement.

Description: This paper is a comment on the Tracker Plan, a concept for U.S. pension reform.

Description: Article suggests future steps with regard to this project and provides information on where to get the essays.

Description: Feature article providing an update on the Committee on Post-Retirement Needs and Risks as of March 2019, including information on the Aging and Retirement Strategic Research Program.