Description: Updated study of metrics for measuring the financial stress imposed on multiemployer pension plans by the combination of unfunded liabilities and declining numbers of active participants

Description: In this session, a company will share its experience on managing risks underlying the equity-linked insurance guarantees and what lessons were learned over these years as it adapted its strategies to suit the current market environment.

Description: Staff Fellow introductory column with discussion of the role of actuaries for defined contribution plans and recently released research on generational differences in retirement planning and savings.

Description: Describes the challenges of using replacement ratios for retirement planning and suggests alternative approaches including spending strategies such as the 4% rule or divide your age by 20 (Feel Free spending) rule. Identifies and prioritizes different types of spending needs including sustenance, lifestyle, health care and bequest. In addition the article provides data showing how spending typically drops as retirees age and discusses how to take this into account when planning when to retire or how much to spend in retirement.

Description: This is a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience. The study consists of data furnished by the PBGC for the time period of September 30, 2009 through September 30, 2014. All of the data come from single-employer pension plans taken over by the PBGC in a distress termination. This is the SOA’s first study of PBGC experience and provides another comparison point of retirement plans mortality experience for work performed by pension actuaries.

Description: Feature article discussing how much money an individual needs to retire comfortably.

Description: This report pulls together various findings on caregiving research from the 2017 Risks and Process in Retirement Survey as well as other SOA research.

Description: An interview with Anna Rappaport who discusses her life and actuarial career.

Description: Introduction to the essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.