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

Description: This article discusses Life-Cycle Saving and Investing for retirement. The article reviews how actuaries can add to the discussion of what is wanted and needed in retirement and how traditional replacement ratios can be linked with consumption targets.

Description: Discusses key issues to improve the retirement system in the U.S. in a primarily defined contribution environment. Focuses on age at retirement, how people retire, and covering risks including disability and longevity risk. Some ideas are feasible within current environment and some require policy change.

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

Description: The author presents an overview of the Conference and highlights the controversy and discussion about the appropriate ways to measure assets and Liabilities for public sector pension plans. From the Pension Section News, September 2008, Issue No. 68.

Description: Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew Peterson, plus other meeting content to focus on alternative views for the future of the pension system.

Description: Andrew Vaughan served as Chair of the Defined Ambition working group in the United Kingdom. Their report summarized a variety of different approaches for different plan designs and provided insights into different ways to apply defined ambition concepts. The report was presented to Parliament. The article discusses the report and provides insights about its development.

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.