Description: Provides an overview of issues with regard to the defined benefit plan lump sum choice and introduces the Society of Actuaries Decision Brief on that topic

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: On June 26, 2007, the U.S. Conference Board sponsored a webcast on phased retirement. There were several interesting aspects of the webcast and ensuing discussion including: 1. Polling results, 2. Case studies about how employers have implied phased retirement programs, including examples of how employees are moved from job to job as they entered phased retirement, and 3. Participation by a number of employers indicating their interest in the topic. This article focuses on the first two of these three elements.

Description: This is a presentation by Society of Actuaries President, Anna M. Rappaport, at the 1998 Actuarial Research Conference. It is about the challenges facing actuaries and what the SOA is doing to help. From Actuarial Research Clearing House 1999 Vol. 1.

Description: This article is a review of the International Congress of Actuaries [ICA] meeting held on June 7-11, 1998 in Birmingham, England. The meeting emphasized that actuaries in many countries face similar challenges in dealing with their customers and the users of their services and in seeking to maintain the profession in their own countries. This was an extremely important meeting, held as the actuarial profession moves to a more globalized world.

Description: COVID-19 Retirement Essay

Description: Interview with Blaine Aiken to learn about recent developments in fiduciary responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial advisors are subject to. These developments are linked to changes in the code of ethics that apply to CFPs.

Description: Discussant comments from the session on Retirement Factors and Stages at the January 15-18, 2023, 2023 Living to 100 Symposium in Orlando, Florida.

Description: Provides perspective on how risk has been shared in a variety of retirement and insurance arrangements, and suggestions some ideas for innovations and different risk sharing in the future. Traditional retirement program are defined benefit and defined contribution, which have very different methods of risk sharing. The new ideas share risk differently. Offers some history of retirement and risk sharing. Goal is to improve retirement security.

Description: Planning for retirement in North America has become much more challenging as the defined benefit system has declined. We must take more responsibility for ourselves. As we plan, many societal forces affect us. Both men and women are disadvantaged because Americans in particular are not very good savers. While pension plans and Social Security, or CPP/QPP/OAS in Canada, generally use the same formulas for men and women, often the results are different. This article focuses on the challenges women face in retirement.