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  • The Impact of Inflation on Retirement - Essay Collection
    The Impact of Inflation on Retirement - Essay Collection The Society of Actuaries Research Institute’s ... is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related ...

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    • Authors: Sam Gutterman, Anna M Rappaport, Kenneth Steiner, Colin Jarrett
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The Impact of Climate Change Risk on Retirement
    The Impact of Climate Change Risk on Retirement The SOA Research Institute seeks researchers and essayists ... essayists to explore the multifaceted impacts of climate risk on retirement. The desired deliverable is ...

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    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Environment
  • Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
    Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities ... Metrics to Monitor Them in the Future How does retirement preparedness in the U.S. vary across racial/ethnic ...

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    • Authors: Andrew Larocque, Patricia E Matson
    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Key Insights from Assia Billig, the New Chief Actuary of the Canada Pension Plan
    Key Insights from Assia Billig, the New Chief Actuary of the Canada Pension Plan Interview with Assia ... chief actuary of the Superintendent of Financial Institutions’ (OSFI’s) Office of the Chief Actuary (OCA) ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Topics: Pensions & Retirement
  • Understanding the Impact of the Low Interest Rate Environment on Retirement Security in the United States: A Review of Academic and Practitioner Research
    Understanding the Impact of the Low Interest Rate Environment on Retirement Security in the United States: ... States: A Review of Academic and Practitioner Research The Retirement Section and Retirement Section Research ...

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    • Date: Jun 2021
    • Topics: Pensions & Retirement
  • Pension De-Risking Tools Debate: Annuitization vs Hibernation
    As pension de-risking gains popularity, many plan sponsors find themselves choosing between two strategies: annuitization ... as a proponent for each strategy presents the benefits of their recommended solution.

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    • Authors: Rick Ratkowski, Eitan Gazit
    • Date: May 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Pensions & Retirement
  • Retirement 20/20: What’s It All About? Where Have We Been? Where Are We Going?
    Where Are We Going? Feature article discussing the SOA’s Retirement 20/20 initiative. Retirement 20/20; ... back–page story in the media. However, that has changed in recent years spurred by a number of factors including ...

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    • Authors: Emily Kessler, Andrew Peterson
    • Date: Apr 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • Beware the Flaw of Averages: Hidden Longevity Diversity can Materially Change Decision-making
    Beware the Flaw of Averages: Hidden Longevity Diversity can Materially Change Decision-making All things ... things considered, caution needs to be applied to the use of so-called “standard” mortality tables. Sharpening ...

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    • Date: Dec 2020
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Demography; Pensions & Retirement
  • Generational Forces: Gen Z, Millennials, Gen-Xers and Baby Boomers
    unpredictable short-term mortality shocks due to the Coronavirus impact assumptions for pension valuations ... actuary justify making adjustments? What portions of the population were most impacted by COVID-19? Find ...

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    • Authors: Jennifer Haid, Timothy Geddes, Patrick Nolan
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • An Actuary View of the Future of Life Cycle and Investing a Report and Some Discussion on Key Issues
    An Actuary View of the Future of Life Cycle and Investing a Report and Some Discussion on Key Issues ... discussion of the Life–Cycle Model, findings from behavioral finance, managing risks post–retirement, the role ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement