Announcement: SOA releases Fall 2020 ERM, FSA, LTAM, EA2F, and P exams passing candidate numbers.

Products, Tools, and Strategies that Address Retirement Risks – Essay Collection

The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a collection of essays in response to a call for essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning tools, products, and strategies to assist individuals, financial advisors, employers, and other stakeholders. Fourteen essays were received with three winning essays selected.

Material

Products, Tools, and Strategies that Address Retirement Risks – Essay Collection

Excel Tool for “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”

Thank You

The SOA’s Aging and Retirement Strategic Research Program would like to thank the following individuals for their input throughout this project:

John Cutler, Co-Chair
Andrea Sellars, Co-Chair
Anna Rappaport
Barb Hogg
Carol Bogosian
Cindy Levering
David Manuszak
David Rogofsky
Joel Sklar
Julie Stich
Kenn Tacchino
Robert Eaton
Sara Rix
Steve Newman
Suzanne Gelnett
Ted Goldman
Vickie Bajtelsmit
Steven Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator

Questions or Comments

If you have comments or question, please send an email to research@soa.org.