Description: Author's view of important issues raised in EBRI 35'th anniversary policy forum and other settings, together with commentary and related public policy recommendations. Goal is to encourage readers to think about the situation today and where it might be going, and to help them identify important issues that need attention.

Description: As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to opening up more options for exit from the labor force and gradual retirement. It reviews developments in the last few years that are important including the growth of gig employment, more remote work, more technology, workforce shortages, and changes in employee benefits that previously were a barrier to gradual retirement. It calls for more focus on adaption to the aging society. Several publications are cited and it includes a reference list.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This session provided an update on the progress of the American Academy of Actuaries task force charged with developing a long-term strategic approach for marketing the profession to future users of actuarial services and to strategically position and strengthen the profession.

Description: The purpose of this paper was to examine the job and compensation of the ordinary life insurance agent in relation to commissions and expense regulation and to examine how well the industry responds to customer needs, and consider how the system might be changed. The paper establishes some criteria for evaluating appropriateness of systems of both agent compensation and expense regulation. The paper is followed by submitted discussion papers

Description: The author notes that, as of 1977, the “actuarial profession is small, but it is also divided. There are several actuarial organizations in North America, and as a result different groups are addressing limited energy to the same problems.” The article then discusses the Society of Actuaries’ recent proposal for reorganization of the profession, and the committee formed to proceed with reorganization. It is noted that the SOA so far is the only organization endorsing the proposal, but other organizations have expressed a willingness to listen.

Description: This panel discussion was about the concept of futurism and how it applies to actuaries in their profession. From the 1977 Record, Vol. 3, No. 4.

Description: Explore the use of conjoint analysis to understand what employees say they want and/or need in a retirement plan in newly released research material sponsored by the SOA’s Retirement Section. Retirement plans of the past were defined as a benefit or a defined contribution in nature with their attendant features. As today’s hybrid plan designs consider features of the two historical archetypes, this research methodology identifies which features of a retirement program are most important to employees. This research, coming from the SOA’s Aging and Retirement Strategic Research program, includes a tool for testing preferences for different combinations of features by different demographic groups (age, income, gender, race/ethnicity, etc.) By attending the webcast, you will be able to understand: What conjoint analysis is and how it works. Which features of retirement programs are most important to employees. How to use a tool to compare the importance of features for different demographic groups. How to use a tool to compare the level of acceptance of different retirement packages for various demographic groups. Come look at alternative plan designs (either inside or outside of what is possible today) to better understand how employees in different situations are likely to respond to the design combinations.

Description: In the kick-off meeting of the new futurism section, the panel discusses the 1982-1983 election results, the mission of the futurism section, and highlights of the Fourth General Assembly of the World Future Society.

Description: A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline.

Description: This article focuses on the period between full-time work and complete exit from the labor force. It is a write of 2019 annual meeting session. It provides some overview of labor market data and employer issues for people nearing and entering retirement. It discusses employer issues with regard to keeping employees longer and phased retirement. It provides some overview of societal issues. It discusses the value and importance of longer work. Note that the article precedes and does not reflect the challenges of the COVID-19 outbreak.