Description: The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers can use when considering advice options for a company retirement plan. The guide includes information about the nature and timing of decisions, ongoing decisions after retirement, and advice considerations. The guide is intended to be unbiased toward any particular approach or organization’s product. This guide does not provide advice for specific situations and should not be construed as doing so. It is an information tool for considerations related to advice. The guide is not intended to provide legal guidance or recommendations.

Description: The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues. The Retirement Planning Tools brief provides a resource for better understanding retirement tools.

Description: This report summarizes the comments received on the Scale MP-2014 exposure draft.

Description: The Society of Actuaries (SOA) and Reinsurance Group of America (RGA) have conducted a study on Asia's shifting demographics and its impact on retirement systems. This research explores retirement planning behaviors, financial awareness, and risk perceptions across different life stages, offering valuable insights for policymakers, financial institutions, and individuals. Discover how these findings can enhance retirement security and uncover new opportunities for innovative financial protection solutions.

Description: The document is a report prepared by the Society of Actuaries in 2012, focusing on surveys conducted in Canada and the United States regarding retirement risks. It compares the findings of the two countries, covering concerns, strategies, and perceptions related to retirement planning and financial security.

Description: This research report on the ability to influence annuity purchases found the following contrast: • Pre-retirees’ intentions to buy a life income annuity appear to be impacted by the interventions tested in this research. There were stronger effects when pre-retirees were provided with basic information, such as life expectancy, and anecdotal evidence. • Retirees’ annuity purchase intentions do not appear to be impacted by the interventions used in the study.

Description: This report establishes a new basis for mortality assumptions for retirement programs in the United States.

Description: Comparison of life expediencies in 2020 from various mortality tables

Description: View the Entertainment Industry Pension Funded Status Comparison, Oct. 2019.

Description: Report highlighting SOA research about the role of family in retirement security.