Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) is pleased to release a collection of essays in response to a call for essays aimed to explore how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences.

Description: The Special Financial Assistance (SFA) program included in the American Rescue Plan Act (ARPA) will provide grants to some of the more troubled multiemployer plans. While this is a welcomed relief for many multiemployer plans facing insolvency, plenty of challenges remain in the implementation of the funds and ability to maintain solvency after the SFA funds are fully utilized. Explore the challenges and opportunities from the pension relief provisions.

Description: Summary of the annual cost-of-living adjustment and changes in other wage-indexed programs parameters for Social Security in 2024.

Description: This article provides a Retirement 20/20 update.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: Over a short span of two weeks, the financial system has observed the collapse of two mid-sized U.S. commercial banks, California-based Silicon Valley Bank (“SVB”) and New York-based Signature Bank, and a takeover of troubled Credit Suisse by a rival in Europe. Other banks that serve a similar demographic as SVB, such as First Republic Bank and PacWest Bancorp, have also experienced an elevated level of customer deposit withdrawals while their stock prices plummeted. The U.S. Federal Deposit Insurance Corporation (FDIC) quickly stepped in and guaranteed all deposits from the failed banks to prevent a broader crisis in the banking system. The current turmoil in the financial system is a stark reminder of the importance of effective risk management and regulation.

Description: This report summarizes thoughts and questions about the impact of COVID-19 on working in retirement, phased retirement and how the definition and timing of retirement may change. It provides a synthesis of the expert input mentioned above and offers background on related research results. It also describes other issues for further consideration. T

Description: This report summarizes thoughts and questions raised during the conversation focused on the possible impact of COVID-19 on senior housing and related decisions that retirees and their families may need to make.

Description: The SOA Research Institute seeks researchers and essayists to explore the multifaceted impacts of climate risk on retirement. The desired deliverable is a resource that catalogues major related issues while providing current considerations and potential future dynamics. The intended audience for this effort is actuaries and other retirement professionals.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a collection of essays in response to a call for essays exploring ideas and thoughts on working in retirement and phased retirement programs.