Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

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: This is a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience. The study consists of data furnished by the PBGC for the time period of September 30, 2009 through September 30, 2014. All of the data come from single-employer pension plans taken over by the PBGC in a distress termination. This is the SOA’s first study of PBGC experience and provides another comparison point of retirement plans mortality experience for work performed by pension actuaries.

Description: 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.

Description: Interview with Assia Billig, FSA, FCIA, Ph.D., appointed chief actuary of the Superintendent of Financial Institutions’ (OSFI’s) Office of the Chief Actuary (OCA) in April 2019.

Description: This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use of Qualified Longevity Annuity Contracts (QLACs).

Description: The Society of Actuaries (SOA) and Stanford Center on Longevity released a report exploring the feasibility of implementing the “Spend Safely in Retirement Strategy.

Description: This research examines funding valuation discount rates that reflect the expected return on investments in accordance with the pension plan’s investment policy. The research is based on data from regulatory filings in Ontario, with supplementary information from British Columbia and the United States.

Description: The Society of Actuaries (SOA) Committee on Post-Retirement Needs and Risks is pleased to present this essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS).