Description: Report highlighting SOA research about the role of family in retirement security.

Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

Description: The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September 2020. This article summarizes some key points from the testimony and also offers ideas for how employers can help employees and retirees deal with these issues. There are two different audiences that employers deal with as a result of diminished capacity – the individuals whose capacity is diminished, and those who help them.

Description: Women have different resources and experiences than men in retirement, partly due to demographic and life cycle differences and partly due to societal practices. This article reviews the differences, the situation 25 years ago, and then compares the situation 25 years ago to the situation today. Some of the big long lasting issues are differences in life spans and periods of disability, differences in pay, different shares of caregiving responsibility and differences of time out of the workplace. It finds some things that have improved, but other issues that existed 25 years ago have still not been addressed. New issues have arisen. The article draws on a presentation given at the 25th anniversary of the Women’s Institute for a Secure Retirement (WISER). It also focuses on the impact of COVID and the changes that have taken place in the workplace in the last few years. It provides insights into and discussions of the pros and cons of remote and hybrid work arrangements. It provides insights into issues that still need to be addressed.

Description: This Futurism Section session from the 1983 SOA Hollywood covers section results for 1983, overall directions and policies, results of elections for Council Members and plans for 1984. Record of Society of Actuaries Vol. 9, No. 4.

Description: This presentation from the Actuarial Society of Greater New York's November 2011 meeting provides an overview of the Society of Actuaries' research on post-retirement needs and risks.

Description: This research report on retirement risks and solutions for the middle market was presented in a webcast by the Retirement Income Industry Association. The market was identified, profiled and risk assessed. Then the needs and challenges were assessed and solutions were were offered.

Description: This April 2008 webcast, titled 'Understanding Changes During Retirement: Results of Two Studies' discussed the Society of Actuaries' 2007 Risks and Process of Retirement Survey and the Urban Institutes' Study on how older Americans spend their time. Additional references on 'What People Do' and other data sources are provided.

Description: Presentation given to the Chicago Actuarial Association in October 2015 on the activities of the Committee on Post Retirement Needs and Risks.

Description: This session from the 1976 SOA Fall Meeting is about the recent data collected by the American Council of Life Insurance, and recent data collected from a comprehensive study of the Social Security system. The panel discusses the current and future implications from this data for life insurance, pensions and financial security.