Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

Description: Recently completed experience and research studies from the SOA.

Description: Discussion of Living to 100 Session 5A. The papers presented propose a new method to price the longevity risk premia in order to tackle the pricing obstacle and reviewed the insurance industry implications on retirement planning and the secondary market in insurance.

Description: This paper presents an approach to analyzing continuing care retirement community [CCRC] data, and demonstrates the methods using data from a large CCRC. It is assumed that residents make transitions among a number of states that represent the levels of care required by residents. There is randomness associated with both the transition times and the states entered at these times. The model is conveniently characterized in terms of transition intensity functions, which represent the instantaneous rates of transition between pairs of states.

Description: This paper identifies and discusses 10 ways in which Americans lack a realistic understanding of retirement saving.

Description: This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend specific programs. Rather, it explains how programs that are currently available work, and what features can be improved.

Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

Description: Presented at Living to 100 and Beyond symposium in January 2002. Discusses the impact of longer life spans on families, business, society, and programs to help support the elderly.

Description: This article focuses on personal experiences and observations, what risk managers say about emerging risks, how climate and emerging risks fit into the bigger retirement picture for the individual, and how they affect actuaries and plan sponsors. During the last few years, there has been an increasing concern about the impact of emerging risks and about concerns about them. Climate change is a top emerging risk. At the end of 2022, climate change was highlighted in the news as a major concern. At the 2022 annual meeting of the SOA, it was clear that actuaries accepted the importance of climate change and the need to think about how it affected many areas of practice. It is however clear that disruption can also come from other emerging risks. This article focuses on the broader picture of emerging risks but with more detail about climate change. It looks at the issues through SOA research, personal experience and other data to provide a big picture insight into these risks and retirement security.