Description: This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

Description: An interview with Michelle Richter-Gordon which provides a look at how DC participants feel about their financial security in retirement and suggests how retirement professionals can improve the financial security of retirees during the decumulation phase.

Description: The SOA Research Institute Aging and Retirement Strategic Research Program and Retirement Section are pleased to make available a research report that examines megatrends and potential paradigm shifts, and how they may impact the future of retirement and retirement plans, as well as the macro forces that will shape those trends.

Description: Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on personal finances, including financial exploitation, scams and fraud, and care and spending decisions that are not aligned with retirement goals. To address these issues, the SOA’s Aging and Retirement Strategic Research Program co-sponsored work on the Thinking Ahead Roadmap which was created by a team from the University of Minnesota and Stanford Center on Longevity. In this webinar, members of the research team will preview the Thinking Ahead Roadmap and the steps that people can take to help ensure their financial wishes are honored as they age. The presenters will discuss: 1. Advice on choosing the right financial advocate 2. Organizing financial information to pave the way for a smooth transition 3. Starting open and honest conversations about future money management 4. The importance of a financial power of attorney and how to obtain one 5. Shifting money management responsibilities when the time is right

Description: A discussion of the impact of the June, 2012 U.S. Supreme Court decision on Medicaid expansion and the financial impications for states.

Description: The SOA Research Institute has executed research for over twenty years on some repeating themes and topics. The reports build on each other and add content. This article summarizes and discusses a summary report on long-term care, caregiving and housing linked to long-term care and caregiving.

Description: The discussion will review major elements of the reinsurance market as health care reform replaces traditional markets. From Record of Society of Actuaries Vol. 20, No. 3A.

Description: 2021 Life Meeting - Session 8E: Insurance M&A Valuation Methodologies and Considerations 9.1.21 Recording