Description: A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks.

Description: This video features Sherry Chan a C – level executive and SOA board member. This video provides an overview of retirement plans, focusing on Defined Contribution (DC) and Defined Benefit (DB) plans. DC plans operate like personal savings accounts, with contributions from employee, employer, or both, while DB plans promise a fixed monthly benefit upon retirement. The script also discusses various retirement plan sponsors, including employers, government entities, and self-sponsors, highlighting their roles and responsibilities. Additionally, it discusses strategies for plan sponsors, such as choosing between lump sum payments and annuities, considering workforce demographics, managing administrative complexities, and staying compliant with regulations. Overall, it emphasizes the importance of understanding plan differences and making strategic decisions to ensure retirement for employees. Contributors: Sherry Chan, FSA, EA< MAAA; Faith Wilson, FSA, CERA; Susan Boyle, FSA, EA, MAAA, FCA; Robert Shriver FSA, EA, MAAA, FCAS; Jon Forster ASA, MAAA.

Description: Presentation provided at the 55th Actuarial Research Conference Session on Retirement Risks: Pre and Post-COVID-19 - Findings from the 2019 Retirement Risk Survey

Description: Fact sheet about the report series highlighting SOA research on post-retirement risks.

Description: This chart provides information for consumers and other audiences on retirement risks and strategies for managing these risks.

Description: The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues. The Retirement Planning Tools brief provides a resource for better understanding retirement tools.

Description: This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS).

Description: A collection of essays received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.