Retirement Adequacy in the United States: Should We Be Concerned? Webcast


April 19, 2018

  • External Forces & Industry Knowledge
  • Strategic Insight and Integration


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Presented by

Retirement Section


12:00–1:30 p.m. ET


This webcast takes place via the Internet.

Registration is now closed. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call 888.697.3900.

Registration Fees

Starting at $119 (includes access to subsequent webcast recording). More information on all registration fees.

Who Should Participate

This webcast would be of interest to actuaries who are members of the Retirement Section and to other professionals who work with retirement plans, retiree medical plans and other fields related to financial security for retirees.


With improved life expectancy and advances in medical care, current and future retiree households will on average, experience longer retirement periods than previous generations. This change is expected to place significant strains on the United States retirement system in the future.  In this webcast, Vickie Bajtelsmit and Anna Rappaport will summarize their recent SOA report on retirement adequacy. Bajtelsmit and Rappaport will compare their studies based on researcher perspectives and objectives, measures of adequacy, data sources, empirical methods and major conclusions.

How the live webcast works and what it includes

You do not need any special equipment. On April 18, 2018, before 2:00 p.m. ET you will be sent detailed webcast instructions via email including the Web address for accessing the live-streaming broadcast presentation. Any handouts that are available will also be sent.

Please review the technical requirement sheet for the webcast platform with your IT department and make sure there aren’t firewall issues with audio streaming through your computers. You can test your computer using the following link to ensure the audio streaming is working properly.

In addition, if you have Windows 7, we recommend using Firefox, Chrome or Edge - not Internet Explorer 11 – in order to avoid problems with streaming audio.





Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.