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  • Pension Risk Transfer in Canada and the U.S.

    Pension Risk Transfer in Canada and the U.S. This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It ...

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    • Authors: Brent A Simmons
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Trends in Canadian Mortality by Pension Level: Evidence from the CPP and QPP

    Trends in Canadian Mortality by Pension Level: Evidence from the CPP and QPP This report examines the mortality of Canadian pensioners subdivided by pension level, using data from the Canada ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Demography>Mortality - Demography; Pensions & Retirement
  • The Impact of Climate Change Risk on Retirement - Essay Collection

    The Impact of Climate Change Risk on Retirement - Essay Collection Explore an essay collection from the Society of Actuaries (SOA) Research Institute that focuses on how climate change may impact ...

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    • Date: Nov 2023
    • Competency: Communication
    • Topics: Pensions & Retirement; Environment
  • Fintech and the Retirement Savings System

    Fintech and the Retirement Savings System The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a ...

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    • Authors: Society of Actuaries
    • Date: Jan 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • The CPP Take-Up Decision: Risks and Opportunities

    The CPP Take-Up Decision: Risks and Opportunities This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the ...

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    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans; Pensions & Retirement>Risk management
  • Impact of AI on Retirement Professionals and Retirees - Essay Collection

    Impact of AI on Retirement Professionals and Retirees - Essay Collection This collection of essays explores the implications of AI and large language models on retirement planning, providing ...

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    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Technology & Applications
  • Retirement Planning and Decision-Making Among Early Middle-Aged Adults

    Retirement Planning and Decision-Making Among Early Middle-Aged Adults This study provides insights into the savings and retirement planning of 35- to 45-year-olds and the attitudes, beliefs, ...

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    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Understanding and Enhancing the Workforce Impact of Retirement Plans

    Understanding and Enhancing the Workforce Impact of Retirement Plans This report introduces a framework for assessing the impact of retirement plans on organizational success. It highlights the ...

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    • Date: Jan 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Life Journey Study

    Life Journey Study The first of two reports focused on how families cope with the final years of life. This report summarizes 40 interviews with children of recently deceased parents. Retirement ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update

    Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies - Update This report is an update to a 2014 paper related to changes in the continually evolving pension risk ...

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    • Authors: Society of Actuaries
    • Date: Jun 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension risk transfer