Description: Statistics about funded status for musicians' multiemployer pension plan

Description: This is the report of the findings from the Retirement Plan Preference Survey.

Description: This paper summarizes third millennium pension research available on the Society of Actuaries Website. The research is organized by categories. In some cases research is assigned to more than one category due to overlap. The goal is to enable a pension actuary who is looking for a research resource to ascertain if there is relevant research and if so to be able to find and download the information. For each item, the year the research was released, the form of research e.g. literature search, paper, survey and a brief synopsis are provided.

Description: This paper provides a summary of the report, Back Testing of Investment Performance by Asset Class.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary.

Description: This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' awareness of potential financial risks, how this awareness impacts the management of their finances with respect to retirement and how Americans are managing the process of leaving the workforce.

Description: This study is designed to analyze new planning approaches and strategies that combine SPIAs with other techniques to create retirement income synergies. Using historical scenarios, it evaluates how different retirement income strategies hypothetically would have met four separate client goals: sustainable income, liquidity, accessibility and legacy. This report summarizes study findings and includes “planning points” to help readers interpret the study data.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: Statistics about funded status of multiemployer pension plan.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from the series of focus groups where appropriate to illustrate the findings and addresses factors relating to the management of retirement risks.