Description: 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 to understand the differences in retirement security by race and ethnicity. It documents that there are major differences, and that the COVID-19 pandemic affected different groups very differently. It also raises issues related to societal conditions.

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: In recent years, there has been an uptick in new defined benefit plans and previously frozen plans have reopened to take advantage of surplus assets. However, few of these new plans are what we would call traditional defined benefit plans. This webcast will discuss the design of the new (and reopened) plans - both single and multi- employer - and the rationale behind them.

Description: The Society of Actuaries (SOA) Research Institute released initial findings from its biennial Retirement Risk Survey to gain insights into financial retirement risks and help improve financial planning strategies.

Description: This webcast presents findings from a recent report sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning of 35- to 45-year-olds through a series of focus groups. The motivation for this effort was to gain insight into the attitudes, beliefs, and other factors that influence this age group’s savings and retirement planning. Along with findings from the report, additional context and perspectives on the broader implications of the report will be presented. These implications include its connection to other research sponsored by the Aging and Retirement Strategic Research Program and the current retirement landscape. The perspectives of different stakeholders will be considered.

Description: Interview focusing on Claude Lamoureux and his experience with retirement programs and Ontario Teachers' Pension Plan.

Description: This e-course describes social insurance programs, their operation and the current issues they are facing.

Description: All things considered, caution needs to be applied to the use of so-called “standard” mortality tables. Sharpening up these blunt estimates by using individual assumptions reveals material differences in the structure of longevity, both between plans and within plans.

Description: This is a discussion about an ongoing dialogue on a model of personal investing known as the Life–Cycle Model of Investing and Saving. To gain additional insight into the model and its implications for retirement planning, the SOA's Committee on Post Retirement Needs and Risks CPRNR recently gathered a panel of leading experts for a round table discussion on the model with the hope of providing a lively forum to exchange ideas.

Description: Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising inflation, dive into this webcast to learn better preparation for retirement security. How will we meet the future challenges of financial well-being? Discover research materials from the Geneva Association, Financial Finesse and the Society of Actuaries Aging and Retirement Strategic Research Program crafted to help clients and colleagues financially plan for the future.