Description: This report is an update to a 2014 paper related to changes in the continually evolving pension risk transfer landscape. This updated report seeks to discuss pension risk transfer in depth and identify key de-risking actions, alternatives and triggers that impact pension risk transfer strategies.

Description: Summary of defined contribution research reports, including research category and target audience.

Description: A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks.

Description: Read the June 2020 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: The article summarizes the work of three past Retirement Section Chairs, what they did and what they are currently doing for the 100th Anniversary Edition.

Description: This article describes the opportunities for providing financial services for the near- and post-retirement market, particulary for the insurance industry if willing to retool product, market and or distribution. The article gives an example of retooling a life contingent annuity.

Description: Replacement rates have historically been a tool to determine the adequacy of retirement income to maintain an individual’s standard of living. Numerous conceptual and methodological issues lie, however, beneath its simple exterior. The purpose of this paper is to examine these underlying issues for the benefit of retirement security stakeholders, pension plan sponsors, advisors, financial product providers, and individuals planning for retirement.

Description: Spring 2009 CSP Retirement Benefit case study

Description: This webcast highlights concerns regarding uncertainty in employers' contributions, rising administrative costs, regulatory requirements, and strategies the plan sponsors intend to implement to mitigate these risks. Learn about updates on the pension risk transfer market advancements and steps employers are taking to derisk their pension plans.