Description: This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences between Canada and the U.S. from a life insurer’s perspective. The focus is on group annuities, which are the most common solution for pension risk transfer.

Description: Update to longitudinal study of corporate pension plan contributions: have they actually reduced unfunded liabilities?

Description: Retirement market study of Argentina.

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.

Description: Appendix B to SOA Research Report: Models for Retirement Policy Analysis. This appendix describes several databases that have been used for study of retirement, pension and social security policy.

Description: The Pension Section is pleased to make available Part I of a two-part research paper exploring embedded options in pension plans. Part I includes a catalogue of embedded options in pension plans and the results of a related survey of pension practitioners. The paper was written by PricewaterhouseCoopers LLC.

Description: Retirement market study of Chile in English.

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: This report examines a simple but accurate means of assessing discount rate sensitivity.

Description: This study measures the share of married retirees with pension annuities who forgo survivor protection and examines the factors influencing their decisions. It also measures the share of retirees whose decisions to forgo survivor protection can be justified by its high costs or low benefits, such as the presence of other types of financial protection for the spouse, poor health of the spouse, and low income.