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  • A View from the SOA’s Staff Fellow for Retirement
    A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement ...

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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
  • Retirement Section News, June 2020, Issue 103
    executive summary, “Our understanding of older age mortality is also limited, in part because the data at older ... age at which it is appropriate to assume a mortality table should end.” The 2020 symposium showed some ...

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    • Authors: Society of Actuaries
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • rsn-2019-iss99-tully.pdf
    Section chairperson's column describing section membership benefits. Pensions, Retirement 9/24/2019 ... Section chairperson's column describing section membership benefits. Pensions, Retirement 9/24/2019 ...

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    • Authors: Deborah Tully
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Perspectives From Anna: A Changing Paradigm for Retirement Investments?
    July 2021 I attended the Pension Research Council’s (PRC) annual symposium on April 29–30, 2021: Sustainable ... issues facing fiduciaries, and her view of how the U.S. ERISA Department of Labor fiduciary standards and ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Research Supporting Retirement: The Aging and Retirement Strategic Research Program
    Some key ele- ments of the research include: Mortality and other experience studies: These studies date ... The SOA is the primary source of mortality tables for pension, annuity and life insurance valuation, and ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Beneficiary Forms in an Era of Expanding Family Structure
    married or unmarried with or without children; parent/s age 40+ with very young children; and boo- merang  ... of the 20th century. In 1960, according to the U.S Census Bureau, the proportion of children younger ...

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    • Authors: Linda Koco
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans
    Ring Retirement Section News, September 2021 Editor’s Note: Zorast Wadia is a principal and consulting actuary ... normal cost component[2] that would make up a plan’s minimum cash contribution requirement. For a plan ...

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    • Authors: Patrick Ring
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans
  • Retirement Section News, April 2020, Issue 101
    Retirement Section has mem- bership representation in the U.S. and Canada (as well as some international membership ... challenge is that many of the Retirement Section’s U.S.-based actuaries (particularly those practicing in ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Perspectives From Anna: Important Issues Related to Retirment Security--Reports From Discussions
    post-retirement income, including a safe harbor for annuity purchase from a DC plan and a requirement to show ... retirement; • Helping small businesses offer 401(k)s and other retire- ment plans; 10 | SEPTEMBER 2019 ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Retirement Consumption, Risk Perception and Planning Objectives in Canada: An Interview With Mary Hardy
    has been dubbed the “annuity puzzle.” The underlying premise of the annuity puzzle is that maximizing ... best way to determine, at least, whether the annuity puzzle assumptions are descriptive. So, we designed ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
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