Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: This is the report of the findings from the Retirement Plan Preference Survey.

Description: The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous et al. The report also provided an economic capital analysis for a stylized US plan with the same member profile and the USS provisions modified to reflect a typical US DB plan.

Description: Fact sheet about the April 2019 Single Employer Contribution Analysis Update.

Description: This paper was the results of an invitation by the SOA’s Pension Section Research Team to explore the current state of defined benefit plans in Canada and future visions of them.

Description: Fact sheet describing the report, "New CPP Enhancements: What do they mean for Canadian workers and seniors?

Description: Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective.

Description: In this paper, the authors have analyzed the Cash Balance pension and contributions using the methods and principles of financial economics, to give a market consistent evaluation of the costs of the CB liability.

Description: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.

Description: Much has been written about the problems facing not only the Canadian retirement system but that of almost all countries. The author states that the current Canadian regulatory framework is disjointed, inconsistent and bureaucratic. The focus of this paper is to define, describe and discuss what the author sees as the fundamental first step in redefining Canadian pension plans.