Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus.

Description: This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping consumers more effectively understand and consider them.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: Instructions for accessing the Understanding America Study (UAS) Comprehensive File. The SOA provided support for the creation of the file.

Description: The Society of Actuaries (SOA) Committee on Post-Retirement Needs and Risks is pleased to present this essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: The Society of Actuaries and the Retirement Income Institute, a project of the Alliance for Lifetime Income, are partnering to explore ideas and thoughts on identifying current and alternative means of achieving and measuring retirement income adequacy. In issuing this call for essays, the organizations aim to gather perspectives, opinions and data on how to advance the state of effective retirement planning to assist individuals, actuaries, financial advisors, employers and other stakeholders.

Description: This research will provide detailed insights into the risk factors that drive U.S. public-sector pension plan mortality experience. The public-sector pension plan mortality experience collected for this research will be aggregated, de-identified, and made available for further analysis. In addition, mortality tables based on this public-sector pension plan experience will be developed for use in the valuation and risk management of public-sector pension plans.