Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.

Description: This article exams societal trends that may influence retirement patterns and presented retirement scenarios. From The Actuary Vol. 24, No. 12

Description: The Society of Actuaries Retirement Section Research Committee has sponsored a retirement project on the impact of megatrends and paradigm shifts on retirement plan design and funding. Various aspects were examined in the context of the future of retirement plans, including: Sociocultural Economic Technological Health and Long-term Care Environmental Presenters will address how the future is changing and challenge accepted thinking about retirement issues, as well as highlight new areas for consideration. At the end, you will have a better understanding of megatrends and how actuaries and others may address the changes in retirement plans.

Description: 1998 SOA Spring Meeting, Maui. The CEO of the ACLI provided his views on insurance industry issues and the role of the actuary.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew Peterson, plus other meeting content to focus on alternative views for the future of the pension system.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: The prospects of longer retirement durations driven by the continued improvement in mortality, changes in social insurance “normal” retirement ages, and/or socio-economic factors, have made several decisions about retirement more important.