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  • What Retirement Plan Features Do Employees Really Want?
    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; 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
  • How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce
    How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce The SOA Research Institute tasked the Workforce Science Institute to investigate how retirement benefit plans can ...

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    • Authors: Patrick Ring
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
  • Viability of the Spend Safely in Retirement Strategy
    Viability of the Spend Safely in Retirement Strategy This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). Retirement planning, ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks