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  • Women's Retirement Challenges
    Women's Retirement Challenges The current state of retirement security in the United States is a national ... Linda K. Stone is an actuary and advocate for women’s retirement security. She is active in the SOA Committee ...
    • Authors: Linda Stone
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy; Social Insurance>Social Security
  • Don’t Miss the Living to 100 Research Symposium
    Symposia, urging readers to attend 2023 symposium Mortality modeling, Retirement risk, Life expectancy By ... included the biology of aging; estimating mortality and mortality improvement at advanced ages; predictors ...

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    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Expanding Horizons
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Social Insurance; Social Insurance>Medicare; Social Insurance>Social Security
  • Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning
    readiness and leads to greater confidence in one’s financial security in retirement,” said Alison Salka ... Ph.D., senior vice president and director of LIMRA’s research program. “This study uncovers there is an ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Retirement risks
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
    allowing plans to modify benefit payouts based on mortality experience should be reconsidered to allow for ... designed to increase the use of qualifying longevity annuity contracts (QLACs). Neither provision is likely ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Defining a Posteriori Distribution of a Long-Term Rate Structure: A Mixed and Empirical Approach Based on Fisher’s Formula
    Structure: A Mixed and Empirical Approach Based on Fisher’s Formula An article presenting updated results as ... the International Accounting Standards, both the U.S. Financial Accounting Standards Board (FASB) and ...

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    • Authors: Octavio Nicolas Rojas
    • Date: Feb 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: International News
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Pension accounting; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Recipe for an Emerging Definition of Retirement
    VALERIE: I am a passionate "don't let the current system's framework lead us down the wrong path" retirement ... traditional forms of retirement. We are in the "what's in it for me" phase of the baby boom generation—an ...

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    • Authors: Valerie A Paganelli
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks
  • Don't Let Disability Derail Retirement Security
    disability benefits embedded within DC plans in the U.S., from an ERISA regulatory standpoint. Retirement ... job(s) in order to care for the disabled family member at the same time as the disabled employee’s medical ...
    • Authors: Anna M Rappaport
    • Date: May 2013
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • What Retirement Plan Features Do Employees Really Want?
    benefits?” they are very likely to say “yes.” What’s not to like about survivor benefits? Rather than asking ... survivor benefits must be very important. However, it’s rarely that simple. The presence of other features ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
    to this topic? BH: For several years, I was in Aon’s communication practice, leading our efforts around ... SOA and the U.S. retirement system? BH: We have a challenge in the U.S. as an individual’s retirement ...

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    • Authors: Patrick Ring
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Financial Information for Women
    carefully review all options including the amount of annuity income available and what benefits would be payable ... Account or converting it into a joint and survivor annuity. In any case, if there is no survivor income as ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Retirement risks