Description: To help the next generations to retire with financial security, financial services companies, employers, and financial advisors must do more. There are two paths to doing more: providing programs that work without individuals making choices on their own, and providing more education and encouragement. This paper is an attempt to move these efforts forward by presenting ideas for what consumers, employers, financial professionals, financial services companies, and government should do to help deal with the ongoing retirement challenges.

Description: This report presents the results of a telephone study among Americans aged 45 to 80.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.

Description: June 2012 issue of (RL) Asset/Liability Watch.

Description: Resource for Pension Section members

Description: Summarization of EGTRRA of 2001.

Description: Interview with Karen Lockridge, FSA, FCIA and Francisca Quinn regarding fiduciary concerns with and future outlook for Environmental, Social and Governance (ESG) investing.

Description: Discusses SOA research report evaluating pension de-risking strategies.

Description: The SOA Research Institute conducted an online survey of 1,000 U.S. respondents who are actively saving for both their retirement and a family member’s or friend’s college education. The results offer a better understanding of the challenges families face. Read the report for detailed findings or peruse the infographic for an overview.

Description: As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries (SOA) recently launched a series of reports exploring the impact of COVID-19 on retirement risks.This report is based on a follow-up conversation among actuaries from the SOA Retirement Section Council and the Retirement Section Defined Contribution Initiative Project Oversight Group. The actuaries that participated are currently working with plan sponsors of defined contribution plans in the United States and Canada. This report summarizes observations raised during the conversation about the current issues being discussed with clients to deal with immediate concerns as well as broader considerations about defined contribution plans, emergency funds and financial wellness.