Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a literature review on the impacts of healthy lifestyle behaviors and chronic condition management, providing a resource for actuaries and others on these issues.

Description: The collection of papers in this monograph were the result of a call for papers issued by the SOA’s Committee on Post Retirement Needs and Risks in partnership with the Long Term Care Section to explore the impact of long‐term care needs and expense on retirement security from a variety of aspects. The papers help expand thinking on how long‐term care events impact families as well as approaches to mitigating the impact of these events and related issues. As a result, this monograph provides a multi–disciplinary, textured analysis on this topic and serves to encourage future work in this area. - See more at: http://new.soa.org/news-and-publications/publications/other-publications/monographs/pub-retirement-systems-monographs.aspx?&cmsMode=Preview&langtype=1033#sthash.KVM2cSq7.dpuf

Description: As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online conversation about the impact of COVID-19 on retirement risks.

Description: Hear Chief Risk Officer (CRO) perspectives on how COVID-19 has impacted Enterprise Risk Management (ERM). Presenters surveyed CROs from several Life insurance companies and will share key insights. Areas that will be covered include: • Action: Oversight role and responsibilities of ERM during the pandemic • Evolution: Impact to ERM frameworks • Lessons learned

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: The Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States.

Description: The purpose of the essay call is to gather perspectives, opinions and data on the short and long-term consequences of COVID-19 on aging and retirement.

Description: Survey investigates the use of derivatives and related risk and valuation policies by pension funds and their external money managers.

Description: Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on personal finances, including financial exploitation, scams and fraud, and care and spending decisions that are not aligned with retirement goals. To address these issues, the SOA’s Aging and Retirement Strategic Research Program co-sponsored work on the Thinking Ahead Roadmap which was created by a team from the University of Minnesota and Stanford Center on Longevity. In this webinar, members of the research team will preview the Thinking Ahead Roadmap and the steps that people can take to help ensure their financial wishes are honored as they age. The presenters will discuss: 1. Advice on choosing the right financial advocate 2. Organizing financial information to pave the way for a smooth transition 3. Starting open and honest conversations about future money management 4. The importance of a financial power of attorney and how to obtain one 5. Shifting money management responsibilities when the time is right