Description: The SOA Research Institute seeks researchers and essayists to explore the multifaceted impacts of climate risk on retirement. The desired deliverable is a resource that catalogues major related issues while providing current considerations and potential future dynamics. The intended audience for this effort is actuaries and other retirement professionals.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the impact of COVID-19 on financial stress.

Description: This is a paper from the session on the Asia at the January 15-18, 2023, 2023 Living to 100 Symposium in Orlando, Florida.

Description: Hardly a day goes by without a feature story about the latest reverberation from the expanding use of Artificial Intelligence/Large Language Models (tools) in a variety of settings. The pace of use (and misuse) of these tools, such as ChatGPT and Bard, has been explosive and shows no sign of abating. Many experts would argue we are on the cusp of a permanent paradigm shift in teaching/academics and overall application of technology. With these issues in mind, the Society of Actuaries (SOA) Research Institute’s Aging and Retirement program is interested in an exploration of this topic from a variety of perspectives. The result of this effort is intended to provide a useful resource for readers to become well-grounded on the issues surrounding the impact of these tools in a retirement context and set the stage for future research.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: This report provides actuaries and other finance professionals with an example of running the Medicaid Unwinding model with results at the national level on projected changes in both acuity and enrollment for Medicaid and Children’s Health Insurance Program.

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: The SOA Research Institute Health Care Cost Trends Strategic Research Program and Health Section Council Committees are seeking researchers to compare the intended effects of the ACA and its amendments since the implementation of each provision.