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  • The 1994 Uninsured Pensioner Mortality Table
    The 1994 Uninsured Pensioner Mortality Table This article describes the development of the uninsured pensioner, UP-94 Mortality Table, including a comparison with other tables and description of ...

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    • Authors: Mark Hanrahan, Edwin Hustead, Marilyn Miller Oliver, Thomas D Sloan, Diane Storm, Application Administrator
    • Date: Jan 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement
  • Databases Useful for Retirement Analysis
    Databases Useful for Retirement Analysis Appendix B to SOA Research Report: Models for Retirement Policy Analysis. This appendix describes several databases that have been used for study of ...

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    • Authors: Society of Actuaries
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Impact of Social and Economic Changes on Financial Security Systems
    The Impact of Social and Economic Changes on Financial Security Systems This paper explores how change in societal forces can affect the systems for providing security including private pensions, ...

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    • Authors: Peter W Plumley, Anna M Rappaport
    • Date: Oct 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Health insurance; Life Insurance; Pensions & Retirement; Social Insurance>Social Security
  • Pension Risk Transfer in Canada and the U.S.
    Pension Risk Transfer in Canada and the U.S. This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It ...

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    • Authors: Brent A Simmons
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Financial Perspectives on Aging and Retirement Across the Generations
    Financial Perspectives on Aging and Retirement Across the Generations This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Income Optimization Objective Model
    Income Optimization Objective Model View the Income Optimization Objective Model. Retirement spending, Retirement Risks, Retirement income, Retirement planning 1/16/2023 12:00:00 AM ...

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    • Authors: William Lim, Geoff Warren, Gaurav Khemka, Adam Butt
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
  • Insights on Spending and Asset Management in Retirement
    Insights on Spending and Asset Management in Retirement This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use ...

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    • Authors: Anna M Rappaport
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Future of Retirement in China Fast Facts
    The Future of Retirement in China Fast Facts A fact sheet summarizing The Future of Retirement in China research material. Retirement planning, Retirement risk, Retirement income 10/30/2019 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts
    Contribution Analysis: U.S. Singe Employer Pension Plans Fast Facts Fact sheet about the April 2019 Single Employer Contribution Analysis Update. Pension Funds, Pension valuation, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design
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