Description: The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.

Description: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.

Description: This research report summarizes current research on retirement adequacy and compares different measures.

Description: The authors of this report have identified three key corporate finance metrics and measures impacted by corporate pension plans that are increasingly being used by corporate decision-makers. The first is corporate leverage. The second is accounting adjustments made by rating agencies to income statements and cash flow statements. The third is the weighted average cost of capital (WACC) where it is felt that the calculation of the WACC from market data may be biased if corporate pension plans are ignored.

Description: The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues.

Description: This report studies the interrelationships between the general levels of unemployment in the economy and the sale and persistency of insurance products. The report explores whether insurance products have reduced sales and persistency as the level of unemployment increased in a given economic environment.

Description: This is the report on the findings of the January 2002 retirement risk survey. The purpose of the study was to evaluate American's awareness of possible financial risks and how this awareness impacts the management of their finances with respect to retirement.