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

Description: On March 6, 2023, The Wall Street Journal hosted its Health Forum, a hybrid all-day event. The virtual meeting featured 11 different events. This white paper focuses on those events. The sessions were informative and fast-paced, with each one providing a quick hit of relevant and cutting-edge information around health care.

Description: This report provides actuaries and other finance professionals with an example of running the Medicaid Unwinding model with results at the national level on projected changes in both acuity and enrollment for Medicaid and Children’s Health Insurance Program.

Description: This research assesses the evolution of life insurers’ Actuarial Transformation efforts and the future outlook, with a focus on emerging Advanced Analytics techniques.

Description: Health and Health Care Inequalities: Research Challenges and Considerations for Future Research

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

Description: This research project seeks to develop a broader understanding of the relationship between ownership of insurance and retirement products and the income and wealth gap between races and ethnicities in the United States.

Description: Learn about the potential insured risks from wildfires to individual life and health companies.