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  • Session 192: Ethics for the Retirement Actuary
    Session 192: Ethics for the Retirement Actuary Experienced actuaries will discuss various ethical problems faced by retirement actuaries in everyday practice. Actuaries practicing in other ...

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    • Authors: Marcus Robertson, Scott McManus, John Deinum
    • Date: Mar 2020
    • Competency: Professional Values
    • Topics: Actuarial Profession; Actuarial Profession>Ethics; Pensions & Retirement; Pensions & Retirement>Corporate plans
  • 2019 Risks and Process of Retirement Survey: Report of Findings
    2019 Risks and Process of Retirement Survey: Report of Findings Material highlighting important findings for the biennial survey, Risks and Process of Retirement. 5/19/2020 12:00:00 AM ...

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    • Authors: Brian J Perlman
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Spotlight on Retirement: Mexico (Spanish)
    Spotlight on Retirement: Mexico (Spanish) Retirement market study of Mexico in Spanish 6/15/2020 12:00:00 AM ...

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    • Authors: Society of Actuaries, Hernan Poblete Miranda
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Global Perspectives; Pensions & Retirement
  • Redefining the Goal of Retirement Planning – Essay Collection
    Redefining the Goal of Retirement Planning – Essay Collection A collection of essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning ...

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    • Date: Oct 2020
    • Topics: Pensions & Retirement
  • Income Flooring: Is Annuitization the Right Strategy?
    Income Flooring: Is Annuitization the Right Strategy? 10/5/2020 12:00:00 AM ...
    • Authors: Anna M Rappaport
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The 5 Most Important Retirement Income Decisions
    The 5 Most Important Retirement Income Decisions 10/5/2020 12:00:00 AM ...
    • Authors: Steven Vernon
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Review of Multiemployer Plans
    Review of Multiemployer Plans This is an interview of actuary Cary Franklin who responds to various questions about multiemployer plans with the intent of educating those readers who do not ...

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    • Authors: Patrick Ring
    • Date: Oct 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective
    Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective Feature article describing the next steps people should take after they are ...

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    • Authors: Anna M Rappaport
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Actuarial Practice in the Retirement Benefits Arena: Yesterday, Today and Tomorrow
    Actuarial Practice in the Retirement Benefits Arena: Yesterday, Today and Tomorrow Feature article with interviews of two prominent actuaries in the retirement benefits arena. Retirement, ...

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    • Authors: Patrick Ring
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Impact of COVID-19 on Family Dynamics in Retirement
    Impact of COVID-19 on Family Dynamics in Retirement This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement ...

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    • Authors: Society of Actuaries
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement