Description: Mr. Rallis will discuss trends in the market for risk transfer of defined benefit plans in the US. He will also address implications of increasing longevity.

Description: This paper presents the findings of a study which examines four age groups of retirees and how well they are meeting their financial needs and how much an effect real estate can have on meeting retirement expenses.

Description: The abstract for the paper Globalizing Work and Retirement in the 21st Century.

Description: Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer pension fund in the US. Recent court cases are referenced.

Description: The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues to understand the differences in retirement security by race and ethnicity. It documents that there are major differences, and that the COVID-19 pandemic affected different groups very differently. It also raises issues related to societal conditions.

Description: Summarizes and explains the COLA and wage-indexed changes in Social Security program parameters announced by the Social Security Administration on October 13, 2022.

Description: Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan.

Description: Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning:

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: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.