Description: This paper provides a summary of the Retirement Annuities Act of the Government of Alberta which came into force on July I, 1951. Two main purposes are served by the Act. The means are provided by which any Canadian citizen who has been resident in the Province of Alberta for the past three years may purchase a retirement income on very attractive terms. Further, the funds received under the Act will be loaned to municipalities for local improvements, at lower rates of interest than could be obtained on their own security. From Transactions of Society of Actuaries 1951, Vol. 3, No. 7.

Description: The SOA Research Institute is pleased to make available material for Primer on Retirement Income Strategy Design and Evaluation, a primer that addresses strategies to generate income during retirement from the perspectives of their design and evaluation. Design involves specifying a joint investment and withdrawal strategy, which entails deciding how to invest available assets and setting a plan for withdrawing income. Evaluation involves analyzing how well the potential outcomes arising from a strategy satisfy objectives, which provides the foundation for strategy selection. The main focus of this Primer is investment strategy rather than withdrawal strategy. However, investment strategy cannot be examined independently from withdrawal strategy. Income generation is the focal point of a retirement income strategy, and this in turn depends on the rules under which income is drawn. In addition to the primer, the authors have created two Excel models for illustrative purposes.

Description: This report examines a series of megatrends that can impact the future of retirement and retirement plans, as well as the macro forces that will shape those trends.

Description: A fact sheet summarizing The Future of Retirement in China research material.

Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

Description: This report pulls together various findings on caregiving research from the 2017 Risks and Process in Retirement Survey as well as other SOA research.

Description: This research provides insights and recommendations to optimize and enhance the long-term sustainability and effectiveness of China's pension system.

Description: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.

Description: The Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States.

Description: Explore an essay collection from the Society of Actuaries (SOA) Research Institute that focuses on how climate change may impact retirement security.