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  • Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences?
    Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences? This project aims to understand pension participants’ investment and withdrawal behaviors and provide ...

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    • Authors: Society of Actuaries, Ze Chen, Chengfeng Weng
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
  • Post Retirement Experiences of Individuals over 85 Years Old
    Post Retirement Experiences of Individuals over 85 Years Old This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement ...

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    • Authors: Society of Actuaries, Brian J Perlman
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Annuities Versus Tontines in the 21st Century
    Annuities Versus Tontines in the 21st Century This research report investigates the mechanics and practicalities of introducing retirement investment income tontines (RITs) in today’s market ...

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    • Authors: Moshe Arye Milevsky
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design
  • U.S. Public Pension Plan Mortality Assumptions
    U.S. Public Pension Plan Mortality Assumptions A comparison of recently used mortality assumptions among state-based and large-city public pension plans. public sector pension plans;Mortality ...

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    • Authors: Society of Actuaries
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Private sector plans
  • Understanding America Study (UAS) Comprehensive File
    Understanding America Study (UAS) Comprehensive File Instructions for accessing the Understanding America Study (UAS) Comprehensive File. The SOA provided support for the creation of the file.

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    • Authors: Society of Actuaries
    • Date: Sep 2018
    • Topics: Pensions & Retirement
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