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  • Chairperson's Corner
    Details on the Retirement Section Council and the direction we're moving for our members.

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    • Authors: Todd Tauzer
    • Date: Jan 2022
    • Competency: Communication; Leadership; Professional Values; Relationship Management; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Megatrends Impacting the Future of Retirement Plans
    Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute ... April 2023 on Megatrends Impacting the Future of Retirement Plans. megatrends, retirement By Esther ...

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    • Authors: Esther W Peterson
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Generational Forces: Gen Z, Millennials, Gen-Xers and Baby Boomers
    mortality shocks due to the Coronavirus impact assumptions for pension valuations? What impact does this have ... actuary justify making adjustments? What portions of the population were most impacted by COVID-19? Find ...

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    • Authors: Jennifer Haid, Timothy Geddes, Patrick Nolan
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • 2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
    Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership ... challenges encountered in the past couple of years of LDTI implementation and propose ways on how to ensure a strong ...

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    • Authors: Society of Actuaries
    • Date: Oct 2021
    • Competency: Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • The Actuary Vol. 23, No. 5 Symposium On The Future Of Retirement
    The Actuary Vol. 23, No. 5 Symposium On The Future Of Retirement In 1986, the Society of Actuaries identified ... identified a number of external trends that could have a substantial impact on future retirement patterns. An ...

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    • Authors: Peter W Plumley
    • Date: May 1989
    • Competency: Strategic Insight and Integration
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • The Future of Defined Contribution Plans
    The Future of Defined Contribution Plans An interview with Michelle Richter-Gordon which provides a ... security in retirement and suggests how retirement professionals can improve the financial security of retirees ...

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    • Authors: Patrick Ring
    • Date: Jan 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Working Longer: How and When We Retire
    Working Longer: How and When We Retire As the population and workforce age, it is important to rethink ... big picture overview of issues related to opening up more options for exit from the labor force and gradual ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement
  • living-to-100-s02c
    Both the SOA and AARP will showcase their recent research projects highlighting the impact of marginalization ... marginalization on aging and retirement. Learn how being a member of a marginalized group changes your outcomes ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • A View from the SOA’s Staff Fellow for Retirement
    from the SOA’s Staff Fellow for Retirement Staff Fellow introductory column with discussion of the role ... role of actuaries for defined contribution plans and recently released research on generational differences ...

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    • Authors: Society of Actuaries
    • Date: Jun 2019
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • A View from the SOA’s Staff Fellow for Retirement
    View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section ... Section Council meeting. Update on defined contribution initiative and potential US legislation. Highlight ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy