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  • Primer on Retirement Income Strategy Design and Evaluation

    The SOA Research Institute is pleased to make available material for Primer on Retirement Income Strategy Design and Evaluation, a primer that addresses strategies to generate income during ...

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    • Authors: Geoff Warren, Gaurav Khemka, William Lim
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity

    The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on ...

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    • Authors: Society of Actuaries
    • Date: Nov 2018
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Wealth by Race and Ethnicity: Differences, Trends and Contributing Factors

    Retirement Wealth by Race and Ethnicity: Differences, Trends and Contributing Factors This report focuses on disparities in retirement savings based on race and ethnicity. It includes a thorough ...

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • Catastrophe Modeling for Life & Health Insurance Examining L.A. Wildfire Impacts

    Catastrophe Modeling for Life & Health Insurance Examining L.A. Wildfire Impacts Call for essays on catastrophe modeling for life & health insurance focusing on impacts of the L.A. wildfires.

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Modeling & Statistical Methods; Pensions & Retirement; Public Policy
  • Impact of COVID-19 on Retirement Risks

    Impact of COVID-19 on Retirement Risks As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Spotlight on Retirement: Latin America

    Spotlight on Retirement: Latin America Retirement market study of Latin America in English. February, 2020 The Society of Actuaries (SOA) and LIMRA jointly commissioned this research in Latin ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Global Perspectives; Pensions & Retirement
  • Fitting UK and US Mortality Projection Models to Each Other's Data

    Fitting UK and US Mortality Projection Models to Each Other's Data This paper compares two mortality projection models – the latest version of the CMI Mortality Projections Model and the ...

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    • Authors: Jon Palin
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Pensions & Retirement
  • Insights on Spending and Asset Management in Retirement

    Insights on Spending and Asset Management in Retirement This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use ...

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    • Authors: Anna M Rappaport
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Provisions for Adverse Deviations in Going Concern Actuarial Valuations

    Provisions for Adverse Deviations in Going Concern Actuarial Valuations This report includes information on variations in wind-up funding levels and examines differences in required PfADs ...

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    • Authors: Society of Actuaries, 107929_firstname Canadian Institute of Actuaries
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Defined benefit plans
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? The SOA Retirement Section and Research Institute’s Aging and Retirement Strategic Research Program are pleased to make available material ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement