Description: This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences between Canada and the U.S. from a life insurer’s perspective. The focus is on group annuities, which are the most common solution for pension risk transfer.

Description: The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential consequences of accumulating education debt for retirement security.

Description: The Society of Actuaries’ Post Retirement Needs and Risks Committee has made available the full report for its biennial survey, Risks and Process of Retirement.

Description: Updated metrics for measuring financial stress among multiemployer pension plans in the United States.

Description: This report examines the mortality of Canadian pensioners subdivided by pension level, using data from the Canada Pension Plan (CPP) and Québec Pension Plan (QPP)

Description: Analysis of the impact of projected multiemployer pension plan insolvencies over 20 years on affected participants and participating employers.

Description: Asia is experiencing changing demographic, social, and cultural tides which threaten to submerge existing retirement-pension systems.

Description: Explore an essay collection from the Society of Actuaries (SOA) Research Institute that focuses on how climate change may impact retirement security.

Description: The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a sampling of new financial technologies (fintech) and their applications related to retirement savings systems affecting participants, plan sponsors and service providers.

Description: This study provides insights into the savings and retirement planning of 35- to 45-year-olds and the attitudes, beliefs, life experiences, pressures, and other factors that influence their savings and planning.