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  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Financial Priorities, Behaviors and Influence on Retirement
    Financial Priorities, Behaviors and Influence on Retirement A highlight report on Financial Priorities stemming from a study on the financial perspectives of aging and retirement of Americans ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • How People Plan for Retirement
    How People Plan for Retirement The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues. post ...

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    • Authors: Anna M Rappaport
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences?
    Pension Investment and Withdrawal: What Concerns are Influencing Participant Preferences? This project aims to understand pension participants’ investment and withdrawal behaviors and provide ...

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    • Authors: Society of Actuaries, Ze Chen, Chengfeng Weng
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension investments & asset liability management
  • U.S. Multiemployer Pension Plan Pending Insolvencies Fast Facts
    U.S. Multiemployer Pension Plan Pending Insolvencies Fast Facts A summary fact sheet of the U.S. Multiemployer Pension Plan Pending Insolvencies report. 2/21/2019 12:00:00 AM ...

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    • Date: Feb 2019
    • Topics: Pensions & Retirement
  • Annuity Market Pricing Approaches
    Annuity Market Pricing Approaches This report compares the CIA pricing method for estimating group annuity closeout pricing to methods used in the US. assumptions;model validation;group annuity ...

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    • Authors: Victor Modugno
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Assumptions and methods
  • Managing the Impact of Long-Term Care Fast Facts
    Managing the Impact of Long-Term Care Fast Facts Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security. Retirement planning, Retirement ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts
    Employer Withdrawal Overview: U.S. Multiemployer Pension Plans Fast Facts Fact sheet about the Employer Withdrawal Activity Overview: U.S. Multiemployer Pension Plans report. pension liabilities, ...

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    • Authors: Society of Actuaries
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
  • PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans
    PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans View ther PBC and PBCR: Two Stress Metrics for U.S. Multiemployer Pension Plans. 12/17/2019 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Small Cases
    Small Cases This is a discussion about group annuity contracts issued for a very small number of lives and how it affected new sales of individual pension-trust policies. Marketing and ...

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    • Authors: Thomas H Dancy, Conrad Siegel
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Funding