Description: The presenters will provide an update on recent developments impacting U.S. retirement plans, such as regulatory guidance, new legislative proposals, recent court cases and recent trends. Experienced pension actuaries will share their perspectives on these issues and discuss how plan sponsors are being impacted.

Description: This paper discusses the equitable disritibution from defined contribution plans upon marital dissolution. From The Pension Forum, January 2003, Volume 15, Issue No. 1.

Description: A Paper to Note The Vital Connection, an ERIC Publication by Joseph Applebaum from Pension Section News, February 1999, Issue No. 39.

Description: From the 2010 Long Term Care Think Tank Session, a summary on the activities and findings of the Committee on Post-Retirement Needs and Risks, which focuses on understanding and mechanisms to assist in the distribution phase of retirement, by developing middle market consumer profiles, managing post-retirement risks, surveys and studies.

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

Description: Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your family, your generation, your income and a host of other socioeconomic factors. The presenters will review the study, 'Financial Perspectives on Aging and Retirement Across the Generations' with an eye towards how these findings impact public policy, plan design for employers and financial planning for individuals and families.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the impact of COVID-19 on financial stress.

Description: This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of Americans across give generations.

Description: The article is a summary of Society of Actuaries report entitled “Annuity Market Pricing Approaches” sponsored by the Retirement Section Research Committee. The report examines the Canadian Institute of Actuaries (CIA) methodology of developing solvency valuation assumptions, compares it to methods used in the U.S., and considers if it could be used in other markets, such as U.S. group annuities or individual annuities

Description: This report considers trends in public defined benefit plan maturity metrics, asset allocations and assumed rates of return among 139 state-based and large local defined benefit pension systems or plans in the United States from 2001 to 2018.