Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • Did COVID-19 Change Retirement Risks?
    with a new environment. COVID-19 impacted the individual, the entire retirement system, including Social ... major shift of risk from the employer to the individual. The long-term risk shift is in part due to the ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Health & Disability>Health risks; Pensions & Retirement>Post retirement risks
  • Optimizing QDIAs for Retirement
    20px 20px; } table, td { border: 1px solid #bbb; padding: 15px; text-align: left; } table { width: 100%; ... non-household assets. I summarize the results in Table 1 below. Table 1 Percentage Change in Assets in First 18 ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
    system? BH: We have a challenge in the U.S. as an individual’s retirement relies heavily on their ability ... working. Multiple potential obstacles can derail an individual’s efforts to accumulate retirement savings. For ...

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    • Authors: Patrick Ring
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Uncertainty in Aging: Are Retirees Prepared to Face the Risks?
    the longer term, and keep things simple. If an individual is totally healthy and has no cognitive issues ... in that the DMM is probably only used when the individual is not capable of managing things for themselves ...

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    • Date: Sep 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Post retirement risks
  • Inequalities In Retirement Security: Unique Challenges for African American Households
    costs for employers, to automating savings into individual retirement accounts that are linked to employment ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: Patrick Ring
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
    While this article is about retirement plans and individual financial well-being, we cannot ignore how systemic ... segregation. White families were more likely to have individual retirement account (IRA) and defined contribution ...

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    • Authors: Anna M Rappaport, Alan Newsome
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
  • Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
    Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: Anna M Rappaport, Steven Vernon
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks