Description: A discussion of pension reform in China at the time of the July 1997 introduction of a new unified pension system.

Description: State and local pension plans provide their stakeholders with a great deal of information. However, that information is typically not presented in a user-friendly way. Summary documents often fail to give their readers a clear and comprehensive picture of a plan's finances. The premise of the SOA Project described in this article is that there is a need for concise summary reviews of a plan's operations. The Project's mandate included the preparation of two sample reviews of two different state systems that might serve as models, but not rigid templates for reviews prepared by plan management. This article describes and compares the two reviews and their accompanying dashboards, and also addresses the Project's broader goals. The article emphasizes that it is not the exact shape or format of a summary review that matters, but how effectively it conveys the current state and prospects of a plan's finances.

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: How can we manage decumulation in an era of Defined Contribution plans? Marketing and incentives for annuity conversion, pooled-type retirement plans plus developing a "Social Security longevity annuity" can all be pieces of the solution.

Description: This is a summary of topics discussed at the 1996 Bowles Symposium: “The Old Age Crisis: Actuarial Opportunities,” September 26-27, 1996, at Georgia State University, Atlanta.

Description: Tom Toale discusses the importance of behavioral economics

Description: This paper is a concept for U.S. pension reform.

Description: This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform.

Description: Diverse Risks 2016 Call for Essays

Description: This article summarizes the presentations by the Society of Actuaries and the Academy of Actuaries at the January 2015 National Academy of Social Insurance (NASI) Roundtables in Washington DC. SOA presented on the 2014 SOA monograph series "The Link between Retirement Security and Long-Term Care."