Description: Support excel file for Variable Uninsured (Value) Life Annuities.

Description: Dedicated to those interested in the approaches of long-term pension assets, the How Should Long-Term Pension Assets Be Invested? A Debate webcast allows you to focus on where to devote your pension attention. Participants in this panel concentrate on perspectives and opinions on the direction of long-term pension assets. Expand your viewpoint on the investment of long-term pension assets by discovering other ideas about the industry. Determine how to handle your association with these assets and how to make the best move for the retirement business.

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

Description: View the 2021 Retirement Risk Survey Report of Findings.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: This report series focuses on the financial perspectives of aging and retirement of Americans across five generations, including Millennials, Gen X, Early Boomers, Late Boomers and the Silent Generation. The latest addition to the report series focuses on Generation X and their preparedness for retirement.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: The SOA Research Institute’s Aging and Retirement Strategic Research Program is interested in a broad exploration of issues related to aging and retirement for LGBTQ+ people. In issuing this call for essays, the Program aims to gather perspectives, opinions and data on the short and long-term consequences of applicable aging and retirement issues for a variety of stakeholders -- individuals, partners, family members, employers, financial advisors, and others --- and how these impacts may be felt both directly and indirectly. A primary aspect of this call for essays is to explore how retirement-related outcomes are experienced by LGBTQ+ people and the diversity of experiences within this group. Another aspect is to promote enhanced understanding of the underlying issues surrounding these differences. In this regard, there is interest in furthering understanding from an informational perspective and/or generating ideas for potential solutions and improvements.

Description: This report presents results from an online survey from January 2021 of Millennials, Gen Xers, Late Boomers, Early Boomers, and the younger portion of the Silent Generations. An additional oversample of Black/African American, Asian American, and Hispanic/Latino respondents was also collected.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the risks and trends observed from the latest biennial survey, Risks and Process of Retirement.