Description: This paper explores the relationship between the Wealth Transfer Index, a statistic defined by Brown and Bilodeau 1997, and retirement age, which is the age at which the workers in an economy cease to be economically productive. There appears to be a strong positive correlation between the Wealth transfer Index and retirement age based on Canadian historical data.

Description: The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous et al. The report also provided an economic capital analysis for a stylized US plan with the same member profile and the USS provisions modified to reflect a typical US DB plan.

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

Description: This paper was the results of an invitation by the SOA’s Pension Section Research Team to explore the current state of defined benefit plans in Canada and future visions of them.

Description: This 1982 discussion session is about the design of pension plan benefits under inflationary conditions. Specifically it covers: 1. Measuring the reduction of purchasing power and retirement income needs, 2. Cost implications of alternative means of financing pension adjustments after retirement, and 3. Public policy issues involved in the design of indexed benefits.

Description: Panelists discuss current trends in the design of retirement programs. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: This 1982 discussion session addresses three questions: 1. How will continued high rates of inflation affect the financial needs of retired persons, both absolutely and in comparison with other segments of the population?, 2. What effects will there be on the age of retirement and the need for retirement income?, and 3. To what extent will these needs be met from social programs, private plans or individual savings?

Description: This discussion on retirement benefits looks at plans most suitable for the smaller company and if it is practical to provide hospital and surgical benefits to retired employees and their dependents. From Transactions of Society of Actuaries 1953, Vol. 5, No. 12.

Description: Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective.

Description: Oncoming demographic shifts, as well as economic trends, are forcing changes in the way people think about retirement. Many people are postponing retirement, phasing out their current positions, or moving to part time employment. From the Record of the Society of Actuaries, Volume 27, No. 1, Session 28PD