Description: From the 2010 Long Term Care Think Tank Session, a summary on the activities and findings of the Committee on Post-Retirement Needs and Risks, which focuses on understanding and mechanisms to assist in the distribution phase of retirement, by developing middle market consumer profiles, managing post-retirement risks, surveys and studies.

Description: This report provides an overview of selected key results from the 2019 Risks and Process of Retirement Survey.

Description: This study provides insights into the savings and retirement planning of 35- to 45-year-olds and the attitudes, beliefs, life experiences, pressures, and other factors that influence their savings and planning.

Description: This section features various book reviews: 'How to Cope with the Developing Financial Crisis' by Bladen, 'Policymaking for Social Security' by Derthick, '1979 Annual Report of the Board of Trustees of the Federal OASDI Trust Funds' by US Congress, 'Integration of Plans with Social Security and Funding' by Grubbs, 'Pension and Profit Sharing Plans - a Basic Guide' by Mamorsky, 'Joint Trust Pension Plans' by McGinn, 'Financing the Civil Service Retirement Systems...' by McGill, 'Pension Task Force Report on Public Employee Retirement Systems' by Committee on Education and Labor. Brief descriptions of additional readings are also included.

Description: The Society of Actuaries Retirement Section Research Committee has sponsored a retirement project on the impact of megatrends and paradigm shifts on retirement plan design and funding. Various aspects were examined in the context of the future of retirement plans, including: Sociocultural Economic Technological Health and Long-term Care Environmental Presenters will address how the future is changing and challenge accepted thinking about retirement issues, as well as highlight new areas for consideration. At the end, you will have a better understanding of megatrends and how actuaries and others may address the changes in retirement plans.

Description: Presentation give to the ASEC about women and retirement.

Description: This article contains reviews of the following books: 1. 'Accounting for Life Insurance Companies' by Charles L. Van House and W. Rogers Hammond, 2. 'Accidents and Homicide' by Albert P. Islsant and Paul V. Joliet, 3. 'Prognosis: Clinical Factors in Risk Appraisal' by Thomas A. Keith, 4. 'Early Retirement: The Decision and the Experience' by Richard Barlield and James Morgan, 5. 'Pension Fund Investment Management' edited by Esmond B. Gardner, and 6. 'Tower of Strength: A Centennial History of the New Zealand Government Life Insurance Office' by C. W. Vennell. Notices of miscellaneous notes and studies are also included. From Transactions of Society of Actuaries 1970, Vol. 22, Pt. 1, No. 62.

Description: This panel discussion session focuses on the impact of a changing environment on personal security programs. Some of the issues addressed include regulations, taxes, consumerism, Social Security, inflation, and age/sex composition of work force.

Description: In this introductory session, we set the stage for the Symposium’s entire ElderTech track. We’ve seen increasing technology adaptation by the elderly in many areas of their lives, including socializing, health care, mobility, home monitoring, insurance, investing and financial planning. Panelists will provide an overview of the current state of ElderTech and how they believe it will evolve in the short and long term. Panelists will also discuss the problems ElderTech is trying to solve, consumer pain points and why ElderTech has become so important recently.

Description: Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising inflation, dive into this webcast to learn better preparation for retirement security. How will we meet the future challenges of financial well-being? Discover research materials from the Geneva Association, Financial Finesse and the Society of Actuaries Aging and Retirement Strategic Research Program crafted to help clients and colleagues financially plan for the future.