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: The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) are pleased to publish this essay collection on Aging and Retirement Issues in People of Different Races and Ethnicities. This effort explores how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and promotes a better understanding of the underlying issues surrounding the differences.

Description: Spring 2009 CSP Retirement Benefit case study

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: Indexed variable annuities (IVAs)—also known as “structured” or “buffer” annuities—are a relatively new product that have drawn interest both among insurers and investors.

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: This report presents a comprehensive review of recent mortality experience of uninsured private retirement plans in the United States.

Description: Discuss a comparison of the U.S. general and insured population mortality experience and how COVID-19 and non-COVID-19 excess deaths impacted the populations differently. Discover the population mortality experience in the UK with a focus on the recent emergence of excess deaths for non-COVID causes. The long-term implications on the insured population will also be explored. Wrap up with a discussion of different conditions of long COVID, including organ impairments.