Description: This report provides a system-wide analysis of the expected contribution requirements for the U.S. single-employer defined benefit pension universe over the remainder of this decade.

Description: This presentation from the Actuarial Society of Greater New York's November 2011 meeting provides an overview of the Society of Actuaries' research on post-retirement needs and risks.

Description: 2015 Risks and Process of Retirement Survey – Key Findings and Issues

Description: This report presents a framework that could be used by employers and employees to assess defined contribution retirement plan benefits.

Description: This report will provide an overview of how COVID-19 and the related societal changes have affected U.S. employers and individuals as we focus on retirement, summarize the SOA Research Institute-sponsored research, identify some of the current uncertainties, and provide ideas and questions for thinking about the future. This is a relatively unusual report because most COVID-19 related reports have focused on immediate issues, and not on thinking about the longer term. The Institute reports consider longer-term issues and raise questions that need to be answered.

Description: If your organization’s objectives involve taking on other people’s risks, you need some pretty complicated goals for your risk taking: diversification, risk selection, control cycle, consideration and provisioning.

Description: This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined Contribution Retirement Plans. The article covers a high-level overview of the changes enacted by the law that create the opportunity, as well as the potential opportunity for future annuity sales.

Description: This poster describes the optimal investment and benefit payment problem for a target benefit pension with default risk and model uncertainty.

Description: 10 Considerations for DB Pension Plans in Light of the Coronavirus Crisis of 2020. The article discusses the following topics: ERISA funded status & benefit restrictions; cash contributions & tax deductibility; PBGC premiums; Pension Accounting Expense; Commencing Benefits After Normal Retirement Age; Bringing Back Former Participants; Actuarial Assumptions; Asset Allocation and Re-Risking; De-Risking Expectations and Future Funding Relief

Description: The paper will focus on two broad areas, integration of insurance products with investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling and pricing for the longevity risk in the secondary market in insurance.