Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

Description: The primary focus of this newsletter is devoted to articles regarding the future of retirement plans.

Description: In this article, we describe new approaches to long-term care financing that rely on home equity release and we address several of the challenges mentioned above. While these approaches stand to help expand the potential for long-term care financing to middle-class Americans, even these approaches don’t address a large swath of the U.S. with less privilege, who have little or no home equity. We will discuss the product design, marketing, pricing and risk management of these new approaches and potential behavioral factors that should be considered. The article builds on a growing body of academic research to which the authors have actively contributed. We want to share the key insights of this international work in market research, economics, and actuarial studies to stimulate more research in this area.

Description: This report pulls together various findings on caregiving research from the 2017 Risks and Process in Retirement Survey as well as other SOA research.

Description: This report summarizes observations about current issues being discussed with clients to address immediate concerns as well as broader considerations about defined benefit plans. Its primary purpose is to assist defined benefit plan actuaries and plan sponsors with these issues and to stimulate further thinking and inform readers on how COVID-19 may reshape retirement in the future.

Description: Pension accounting standards continue to evolve across the globe with objectives, methods and assumptions varying, sometimes substantially, from one jurisdiction to the next. The presenters will compare the primary global pension accounting standards (US GAAP and IFRS), review recent developments and address whether or not the current standards adequately serve stakeholders such as plan participants, investors, management and regulators.

Description: This section contains book reviews and summaries of recently published works on subjects including demography, savings in the U.S., life company state examinations, private pensions, Industrial insurance, medical care, and union welfare plans.

Description: 1993 SOA Spring Meeting, San Diego. This session is about current income replacement ratios for retirement planning. How much is enough? How should post-retirement health care benefits be reflected?

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

Description: This panel discussion examines demographics as it applies to public and private pension plans in the future.