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  • Managing the Impact of Long-Term Care Fast Facts
    Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts
    Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts Fact sheet about the Employer Withdrawal Activity Overview: U.S. Multiemployer Pension Plans report. pension liabilities, ...

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    • Authors: Society of Actuaries
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans
    PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans View ther PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans. 12/17/2019 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Key Findings and Issues-Longevity
    Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary. Longevity; Longevity risk; ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Megatrends Impacting the Future of Retirement Plans
    Megatrends Impacting the Future of Retirement Plans This report examines a series of megatrends that can impact the future of retirement and retirement plans, as well as the macro forces that ...

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    • Authors: Society of Actuaries
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Databases Useful for Retirement Analysis
    Databases Useful for Retirement Analysis Appendix B to SOA Research Report: Models for Retirement Policy Analysis. This appendix describes several databases that have been used for study of ...

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    • Authors: Society of Actuaries
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Retirement Plan Preferences Survey
    Retirement Plan Preferences Survey This is the report of the findings from the Retirement Plan Preference Survey. Annuities;Behavioral economics;Defined benefit plans=DB plans;Defined ...

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    • Authors: Society of Actuaries
    • Date: Jan 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • SOA Pension Section Research Summary
    SOA Pension Section Research Summary This paper summarizes third millennium pension research available on the Society of Actuaries Website. The research is organized by categories. In some cases ...

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    • Authors: Society of Actuaries
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Assumptions and methods
  • Summary Report: Back Testing of Investment Performance by Asset Class
    Summary Report: Back Testing of Investment Performance by Asset Class This paper provides a summary of the report, Back Testing of Investment Performance by Asset Class. Pension plan assets; ...

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    • Authors: Society of Actuaries
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management>Portfolio management - ERM; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Pension investments & asset liability management
  • Impact of COVID-19 on Retirement Risks
    Impact of COVID-19 on Retirement Risks As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement