Description: The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues to understand the differences in retirement security by race and ethnicity. It documents that there are major differences, and that the COVID-19 pandemic affected different groups very differently. It also raises issues related to societal conditions.

Description: Discussion of the challenges actuaries face in selecting an interest rate for the purpose of calculating Withdrawal Liability for a Multiemployer pension fund in the US. Recent court cases are referenced.

Description: Summarizes and explains the COLA and wage-indexed changes in Social Security program parameters announced by the Social Security Administration on October 13, 2022.

Description: Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan.

Description: Majority of Latin American Consumers Worry About Financial Security in Retirement Yet Only 20% Have Done Any Planning:

Description: Join us for this webcast that focuses on case studies covering the ethical challenges and dilemmas that pension actuaries are currently facing. Participate in an interactive opportunity for audience members, as interaction is highly encouraged.

Description: This webinar will discuss and illustrate professionalism standards in an interactive case study format. The session will begin with a lightning round discussion with audience polling on professionalism topics and standards of investment practice. Participants will then work through several case studies in an investment context, each of which will have its own specific professionalism considerations. Audience polling and discussion will be included as part of each case study.

Description: In recent years, there has been an uptick in new defined benefit plans and previously frozen plans have reopened to take advantage of surplus assets. However, few of these new plans are what we would call traditional defined benefit plans. This webcast will discuss the design of the new (and reopened) plans - both single and multi- employer - and the rationale behind them.

Description: This webcast presents findings from a recent report sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning of 35- to 45-year-olds through a series of focus groups. The motivation for this effort was to gain insight into the attitudes, beliefs, and other factors that influence this age group’s savings and retirement planning. Along with findings from the report, additional context and perspectives on the broader implications of the report will be presented. These implications include its connection to other research sponsored by the Aging and Retirement Strategic Research Program and the current retirement landscape. The perspectives of different stakeholders will be considered.

Description: The Society of Actuaries (SOA) Research Institute released initial findings from its biennial Retirement Risk Survey to gain insights into financial retirement risks and help improve financial planning strategies.