Description: Appendix C to SOA Research Report: Models for Retirement Policy Analysis. The description and evaluation of each model in this report includes an assessment of its suitability to address several specific policy issues. This appendix describes the illustrative policy issues selected for this assessment.

Description: This report provides a system-wide analysis of the expected contribution requirements for the U.S. single-employer defined benefit pension universe over the remainder of this decade.

Description: 2015 Risks and Process of Retirement Survey – Key Findings and Issues

Description: This report presents a framework that could be used by employers and employees to assess defined contribution retirement plan benefits.

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: In this paper, the authors assess the value of a GSA-type annuity within a retiree's portfolio.

Description: This fact sheet summarizes the results of a survey analyzing retirees’ and pre-retirees’ concerns on retirement. It also reveals how these groups have prepared or are preparing to face risks and offers personal risk management strategies and tips.

Description: The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the cause of low annuity demand through the angle of mortality model uncertainty.