Description: Review of 2018 changes to retirement-related actuarial standards of practice in the US and Canada.

Description: Staff Fellow introductory column with discussion of the role of actuaries for defined contribution plans and recently released research on generational differences in retirement planning and savings.

Description: Describes the challenges of using replacement ratios for retirement planning and suggests alternative approaches including spending strategies such as the 4% rule or divide your age by 20 (Feel Free spending) rule. Identifies and prioritizes different types of spending needs including sustenance, lifestyle, health care and bequest. In addition the article provides data showing how spending typically drops as retirees age and discusses how to take this into account when planning when to retire or how much to spend in retirement.

Description: Overview of a recently published paper that explains how credibility theory can be applied to develop mortality assumptions for defined benefit plans.

Description: An Interview with John Cutler and An Enhanced Social Security Annuity

Description: This is an interview of actuary Cary Franklin who responds to various questions about multiemployer plans with the intent of educating those readers who do not practice in that area.

Description: Feature article with interviews of two prominent actuaries in the retirement benefits arena.

Description: This is a summary of a multi-faceted research project focusing on how to help people better manage money when they no longer can. Article includes interviews with the three co-researchers. Research is focused on understanding when people need help and what actions will encourage them to make proper arrangements. Research includes focus on words and actions that lead to implementation of plans. The team is multi-disciplinary and the research included interviews with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries Aging and Retirement strategic research initiative.