Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with retirement plan recordkeepers and subject matter experts regarding industry practices in financial crimes and fraud prevention.

Description: Brief discussion of highlights of past Living to 100 Research Symposia, urging readers to attend 2023 symposium

Description: First in a series of articles for Retirement Section News focusing on Defined Contribution issues

Description: Appendix to report, Variable Uninsured (Value) Life Annuities Pension annuities

Description: This report presents results from an online survey from January 2021 of Millennials, Gen Xers, Late Boomers, Early Boomers, and the younger portion of the Silent Generations. An additional oversample of Black/African American, Asian American, and Hispanic/Latino respondents was also collected.

Description: Chinese translation of Financial Perspectives on Aging and Retirement Across the Generations.

Description: This report, Phase 2 of a project on communicating pension risk, includes interviews with several individuals representing various aspects of plan administration: plan fiduciaries, finance professionals, consultants, and providers. The report provides a summary of each interview, concluding with common themes.

Description: The article is an interview with Barbara Hogg who summarizes the results of a survey of Americans about their awareness of financial risks faced in retirement and how they are managing those risks. The survey was commissioned by the SOA and is the 11th iteration of such a survey.

Description: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the risks and trends observed from the latest biennial survey, Risks and Process of Retirement.