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  • Understanding & Managing Post-Retirement Risks Fast Facts

    Understanding & Managing Post-Retirement Risks Fast Facts Fact sheet about the report series highlighting SOA research on post-retirement risks. retirement risk, retirement planning, ...

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    • Authors: Society of Actuaries
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Post retirement risks

  • 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 ...

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    • Authors: Andrew Larocque, Patricia Matson
    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • 2021 Retirement Risk Survey Brief - Identifying Retirement Risks and Trends

    2021 Retirement Risk Survey Brief - Identifying Retirement Risks and Trends The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make ...

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    • Authors: Society of Actuaries
    • Date: Oct 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Pub-2016 Public Retirement Plans Mortality Tables

    The document is the "Pub-2016 Public Retirement Plans Mortality Tables Report" published in May 2025 by the Retirement Plans Experience Committee (RPEC) of the Society of Actuaries and LIMRA.

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    • Date: May 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Finance & Investments; Pensions & Retirement

  • Medicaid Managed Care Underwriting Margin Model

    The is a comprehensive report on the development of an Underwriting Margin Model for Medicaid Managed Care programs, published by the Society of Actuaries. It includes disclosures, methodology, ...

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    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Health & Disability; Pensions & Retirement

  • Classification of Risk Sharing in Pension Plans

    Classification of Risk Sharing in Pension Plans The emergence of target benefit pension plans in Canada has focused attention on risk sharing in employment-based retirement income schemes.

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    • Authors: Society of Actuaries
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Retirement Literature: An Interdisciplinary Review of Pre–retirement Influences on Attitudes and Decisions Regarding Retirement

    Retirement Literature: An Interdisciplinary Review of Pre–retirement Influences on Attitudes and Decisions Regarding Retirement This is an Excel workbook that contains detailed reviews of the ...

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    • Authors: Society of Actuaries
    • Date: Jan 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement

  • Classification of Risk Sharing in Pension Plans

    Classification of Risk Sharing in Pension Plans The emergence of target benefit pension plans in Canada has focused attention on risk sharing in employment-based retirement income schemes. 3/23/ ...

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    • Authors: Douglas Chandler
    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Fitting UK and US Mortality Projection Models to Each Other’s Data

    Fitting UK and US Mortality Projection Models to Each Other’s Data This paper compares two mortality projection models – the latest version of the CMI Mortality Projections Model and the latest ...

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    • Authors: Jon Palin
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Pensions & Retirement

  • RP-2014 Mortality Tables Response to Comment

    RP-2014 Mortality Tables Response to Comment This report summarizes the comments received on the RP-2014 exposure draft 6442457907 10/27/2014 12:00:00 AM ...

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    • Authors: Retirement Plans Experience Committee
    • Date: Oct 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
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