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SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
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 ...- Authors: Anna M Rappaport, Alan Newsome
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Demography; Demography>Population data; Pensions & Retirement; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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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 ...- Authors: Brent A Simmons
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Actuarial Administration Model
Actuarial Administration Model Support excel file for Variable Uninsured (Value) Life Annuities. Pension annuities 1/12/2022 12:00:00 AM ...- Authors: Society of Actuaries
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Keeping Retirement Plans Secure in an Insecure World
The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with ...- Authors: Eric Sondergeld, Alison Salka
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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2022-impact-covid-19-retire
Join us to explore a variety of ways that COVID-19 has impacted retirement and how those impacts may extend into the future. Material from a series of research reports published through the ...- Authors: Anna M Rappaport, Julie Stich, John Cutler
- Date: Nov 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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Appendix 3: Design Guide, Technical Guide and Technical Addendum
Appendix 3: Design Guide, Technical Guide and Technical Addendum Appendix to report, Variable Uninsured (Value) Life Annuities Pension annuities 1/10/2022 12:00:00 AM ...- Authors: R Inglis, William Price
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future How does retirement preparedness in ...- Authors: Andrew Larocque, Patricia E Matson
- Date: Mar 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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The Role of Actuarial Audits in Performing Due Diligence
The Role of Actuarial Audits in Performing Due Diligence Retirement plan trustees are tasked with retirement plan administration. Trustees are responsible for hiring service providers and ...- Authors: Louise M Gates
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans
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Inequalities In Retirement Security: Unique Challenges for African American Households
An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a ...- Authors: Patrick Ring
- Date: Jan 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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2021 Retirement Risk Survey Report of Findings
2021 Retirement Risk Survey Report of Findings View the 2021 Retirement Risk Survey Report of Findings. Retirement risks, Retirement planning, Retirement spending 2/2/2022 12:00:00 AM ...- Authors: Society of Actuaries
- Date: Feb 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement