Description: An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.

Description: Informal discussion 2017 LT100 transcript for Session 1C: Impact of Aging: Biggest Current Policy Challenges from the U.K./U.S./Canada as a Result of Aging?

Description: This report pulls together various findings on caregiving research from the 2017 Risks and Process in Retirement Survey as well as other SOA research.

Description: This 2007 article from U.S. News & World Report by Paul J. Lim and Emily Brandon is about households retiring with less assets saved than was planned. It references an Employee Benefit Research Institute study and includes quotes from Anna Rappaport, FSA.

Description: The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed to pay out a guaranteed retirement income for the life of the retiree (and, when applicable, a beneficiary). However, over the last several decades, the number of private-sector employees covered under these traditional plans has decreased dramatically and been replaced by defined contribution (DC) plans. In contrast, public-sector retirement plans, which are exempt from ERISA, have seen a much smaller decline in DB plans. There are many differences in the private and public sector that likely contributed to this phenomenon, but ERISA and the many amendments to it has been a major factor.

Description: "How long is long in longevity? – Jesús-Adrian Álvarez, Ph.D. - Danish Labour Market Supplementary Pension Fund (ATP), The Rate of Aging in humans is constant. New evidence – Marcus Ebeling, PhD., Research Group Mathematical and Actuarial Demography, Max Planck Institute for Demographic Research, Rostock, Germany, Department of Sociology and Demography, University of Rostock, Rostock, Germany; Roland Rau, Ph.D., Professor, Research Group Mathematical and Actuarial Demography, Max Planck Institute for Demographic Research, Rostock, Germany, C6 Institute of Environmental Medicine, Karolinska Institutet, Stockholm, Håkan Malmström, Ph.D., C6 Institute of Environmental Medicine, Karolinska Institutet, Stockholm, Sweden; Anders Ahlbom, Ph.D., Professor Emeritus, Karen Modig, Ph.D., Associate Professor, C6 Institute of Environmental Medicine, Karolinska Institutet, Stockholm, Sweden Human Lifetimes: Finite But Not Necessarily Bounded – Fei Huang, PhD., School of Risk & Actuarial Studies, UNSW Sydney; Ross Maller, Ph.D., Emeritus Professor, Xu Ning, Ph.D., Research School of Finance, Actuarial Studies & Statistics, Australian National University, Brandon Milholland, Ph.D., IQVIA Plymouth Meeting, PA."

Description: This is a call for essays on the impact of family structure on aspects of retirement. It provides background information, sample topics of interest, submission guidelines, awards information, and details about publication and presentation of selected essays.

Description: The document is a collection of essays titled "The Impact of Artificial Intelligence on Retirement Professionals and Retirees" published in August 2024 by the Society of Actuaries Research Institute. It explores the implications of AI and large language models on retirement planning, providing insights and discussions on the topic.

Description: Research the impact of illiquid investments on pension plan funding, design, and risk management strategies.

Description: The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a sampling of new financial technologies (fintech) and their applications related to retirement savings systems affecting participants, plan sponsors and service providers.