Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous et al. The report also provided an economic capital analysis for a stylized US plan with the same member profile and the USS provisions modified to reflect a typical US DB plan.

Description: In this session, a company will share its experience on managing risks underlying the equity-linked insurance guarantees and what lessons were learned over these years as it adapted its strategies to suit the current market environment.

Description: This paper presents some preliminary observations from a study that investigates and models the fuzziness inherent in post-retirement financial strategies. From Actuarial Research Clearing House, 2011.

Description: This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the take-up decisions of Canadians for whom delaying CPP benefits might provide improved financial outcomes and greater retirement income security.

Description: This presentation considers a stochastic model for a target benefit pension fund in continuous time.

Description: This article discusses the need for a better strategy for defined benefit pension plans. While pension costs per se can be considered independently of investment strategy, the volatility of costs cannot. Many defined benefit plan sponsors are acutely aware of this volatility and are freezing or terminating their defined benefit pension plans. From Pension Section News, September 2006, No. 62.

Description: Protecting oneself in older age from risks is the sine qua non of retirement planning. But far too many people don’t approach retirement (or retirement planning) well. From a policy perspective, we know about half the senior population will have some sort of long-term care event. We need to recognize that long-term care risk is a component not just of aging but of retirement. Placing long term care solutions in the retirement space is critical to reaching the bulk of the population. Combined with the additional element—recognition of risk—this would be both a powerful protection but also a natural one for individuals to understand.

Description: The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.