Description: Global events have resulted in significant changes in the workforce. As companies continue to adjust to the 'new normal', what does this mean? How will employee benefits be impacted by these trends? Explore where we are today, as well as potential impacts to retirement strategies. By the end, you'll be able to describe recent workforce trends and impacts to retirement strategies as the workforce settles down.

Description: The SOA Research Institute’s Aging and Retirement Strategic Research Program is interested in a broad exploration of issues related to aging and retirement for LGBTQ+ people. In issuing this call for essays, the Program aims to gather perspectives, opinions and data on the short and long-term consequences of applicable aging and retirement issues for a variety of stakeholders -- individuals, partners, family members, employers, financial advisors, and others --- and how these impacts may be felt both directly and indirectly. A primary aspect of this call for essays is to explore how retirement-related outcomes are experienced by LGBTQ+ people and the diversity of experiences within this group. Another aspect is to promote enhanced understanding of the underlying issues surrounding these differences. In this regard, there is interest in furthering understanding from an informational perspective and/or generating ideas for potential solutions and improvements.

Description: Brief discussion of highlights of past Living to 100 Research Symposia, urging readers to attend 2023 symposium

Description: The first Baby Boomers turn 60 this year, which will begin a tidal wave of new retirees in the coming years. Unfortunately for these retirees, the long–term funding of Social Security is unclear, defined benefit plans cover fewer and fewer of today's workers, and defined contribution plan savings rates are generally not high enough to compensate for a lengthy retirement. This article describes how this wave of retirees presents a growing opportunity for the insurance industry.

Description: Interview with Assia Billig, FSA, FCIA, Ph.D., appointed chief actuary of the Superintendent of Financial Institutions’ (OSFI’s) Office of the Chief Actuary (OCA) in April 2019.

Description: Modeling Approaches and Challenges focuses on approaches to real world simulation and the challenges and considerations in real world simulation. Topics include: A frequency domain approach to build realistic multi-horizon scenarios. (Ortec approach) Cascade models structure linking models for major asset classes and economic variables. (Moody’s approach) Overview of models, calibrations & approaches within the context of different use cases. Deterministic & stochastic approaches. Importance of model re-calibration flexibility. We will also discuss specific insights into considerations and challenges in real world simulation, which include topics like: Setting capital market assumptions and/or calibration targets. Assumptions about correlation and causality. Calibrating the model to capital markets assumptions. Validating the model against capital market assumptions. Role of history, market data and stylized facts. Importance of back testing. Calibrating the model to multiple investment horizons. Inclusion of alterative asset classes such as private equity, infrastructure, and direct real estate. Associated issues of limited data, illiquidity and greater uncertainty about calibration targets.

Description: Emerging Applications of ESG Methods offers ground-up insights on cutting edge applications of economic scenario generation. The course will focus on the incorporation of climate change risk in scenario modeling and investment applications of ESGs. The following topics will be covered: Approaches to climate risk modeling. Climate risk is very different than classical financial economic risk. Radical uncertainty is amenable to scenario analysis and lack of data. Building special deterministic scenarios that go beyond NGFS requirements as well as bespoke scenarios. Holistic Approach to Climate Risk Modeling. Overview of different Climate Risk Modeling Applications. Use of ESG scenarios for Strategic Asset Allocation (SAA). Liquidity risk management.

Description: The Society of Actuaries Retirement Section Research Committee has sponsored a retirement project on the impact of megatrends and paradigm shifts on retirement plan design and funding. Various aspects were examined in the context of the future of retirement plans, including: Sociocultural Economic Technological Health and Long-term Care Environmental Presenters will address how the future is changing and challenge accepted thinking about retirement issues, as well as highlight new areas for consideration. At the end, you will have a better understanding of megatrends and how actuaries and others may address the changes in retirement plans.

Description: Retirement market study of Latin America in English.

Description: In this webcast, we will overview the recent trends in the pension landscapes, as well as discuss investment solutions that assist with navigation through volatile market conditions. Learn more about the challenges that investors face now, as well as in the past. If you're ready to dive into the issues of investing during a period of inflation, monetary tightening and turbulent financial markets, then join us and discover more about what's going on in the pension and retirement industries.