Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Interviews with Anna Rappaport and Tim Driver
    Interviews with Anna Rappaport and Tim Driver An Interview with John Cutler and ... with John Cutler and An Enhanced Social Security Annuity Retirement ages;Phased retirement;Retirement policy;Defined ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Retirement Section News
    • Topics: Public Policy
  • Perspectives From Anna: A Changing Paradigm for Retirement Investments?
    July 2021 I attended the Pension Research Council’s (PRC) annual symposium on April 29–30, 2021: Sustainable ... issues facing fiduciaries, and her view of how the U.S. ERISA Department of Labor fiduciary standards and ...

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    • Authors: Anna M Rappaport
    • Date: Jul 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Research Supporting Retirement: The Aging and Retirement Strategic Research Program
    Some key ele- ments of the research include: Mortality and other experience studies: These studies date ... The SOA is the primary source of mortality tables for pension, annuity and life insurance valuation, and ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Beneficiary Forms in an Era of Expanding Family Structure
    married or unmarried with or without children; parent/s age 40+ with very young children; and boo- merang  ... of the 20th century. In 1960, according to the U.S Census Bureau, the proportion of children younger ...

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    • Authors: Linda Koco
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Assessing Long-term Risks of the COVID-19 Pandemic on Pension Plans Using Scenario Modeling: The Power of a Story
    assessing the effects of hypothetical events on the plan’s future financial position, providing tangible real-world ... assessing the effects of hypothetical events on the plan’s future financial position, providing tangible real-world ...

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    • Authors: Daniel Patrick Reddy, Erik Pickett
    • Date: Jul 2021
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Demography
  • SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
    to this topic? BH: For several years, I was in Aon’s communication practice, leading our efforts around ... SOA and the U.S. retirement system? BH: We have a challenge in the U.S. as an individual’s retirement ...

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    • Authors: Patrick Ring
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Perspectives from Anna, Comments on 2020 Living to 100
    and implications for society of developments in mortality. They provide insight into areas of controversy ... retirement actuaries. life expectancy, demography, mortality trends, retirement 6/15/2020 12:00:00 AM ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Mortality - Demography; Demography>Longevity; Global Perspectives; Demography>Mortality improvement
  • Reboot, Rewire or Retire: Next Steps after Full-Time Work, Part 1
    institutional support for flexible job options is scarce. A U. S. Government Account- ability Office (GAO) 2017 study2 ... surveys should be generally representative of the U.S. population. The SOA Risk Surveys are available ...

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    • Authors: Anna M Rappaport
    • Date: Apr 2020
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Demography>Population data; Pensions & Retirement>Retirement risks
  • We Can Build Better Retirement Products
    We Can Build Better Retirement Products I ... recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced ...

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    • Authors: Joseph Tomlinson
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Retirement Section News
    • Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
  • Bo Doesn't Know Retirement But Pension Actuaries Do!
    mind. So, what’s the connection with pension actuaries and defined contribution plans? It’s time pension ... important today than it ever has been with an aging U.S. population sprinting into retirement. There is an ...

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    • Authors: Theodore A Goldman
    • Date: May 2021
    • Competency: Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Pensions & Retirement>Defined contribution and 401k plans