Description: This article addresses how the ARPA has lessened the financial burden on sponsors of corporate defined benefit plans.

Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

Description: This is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks post–retirement, the role of government, software and some perspectives on the future.

Description: This article exams societal trends that may influence retirement patterns and presented retirement scenarios. From The Actuary Vol. 24, No. 12

Description: An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences.

Description: There are reasons for the retirement actuary to be optimistic about the future of our practice. There are reasons to believe that actuaries will play an increasingly large and valuable role in the retirement industry and there are significant opportunities for growth—from both an individual and a profession wide perspective— within the pension consulting field.

Description: The author reportsand reflectson the rich and diverse findings and viewpoints presented at the October, 2008 Future of Life Cycle Savings and Investment Conference held at the Boston University School of Management. Links to the papers presented and more details as to the conference, as well as to a video, are provided.

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: The subject of this brief article is “Individual Retirement Accounts, Actuarial Note No. 1-77, U.S. Railroad Retirement Board,” which summarizes the principal eligibility conditions for individual retirement accounts under the Employee Retirement Income Security Act of 1974 including the liberalizations under the Tax Reform Act of 1976.

Description: Retirement plan trustees are tasked with retirement plan administration. Trustees are responsible for hiring service providers and monitoring the quality of their work. This article discusses actuarial audits as a due diligence tool for public plan trustees.