Description: This webcast focuses on case studies covering the ethical challenges and dilemmas that pension actuaries are currently facing. Participate in an interactive opportunity for audience members, as interaction is highly encouraged. If you attended the Conference of Consulting Actuaries (CCA), similar case studies may be used to iterate the actuarial pension environment during this enrollment cycle.

Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

Description: This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

Description: This article summarizes a series of surveys that explore how the public perceives retirement risks and manages related financial resources. It also provides examples of conflicting perceptions and behavior related to retirement and how retirees manage assets in retirement.

Description: Feature article discussing the SOA’s Retirement 20/20 initiative.

Description: Inflation can impact retirement and retirees in a variety of ways. With inflation as a reality in the current economic environment, the Society of Actuaries Research Institute's Aging and Retirement Strategic Research Program has explored this issue in recently published research and essays. This webcast will present results of that work, sharing different aspects of inflation's impact on retirement including savings, investment choices and the impact on retirees themselves.

Description: The is a comprehensive report on the development of an Underwriting Margin Model for Medicaid Managed Care programs, published by the Society of Actuaries. It includes disclosures, methodology, results, sensitivity analyses, and technical instructions for actuaries setting rates for Medicaid managed care programs.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) is pleased to release a collection of essays in response to a call for essays aimed to explore how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences.

Description: The emergence of target benefit pension plans in Canada has focused attention on risk sharing in employment-based retirement income schemes.

Description: An interview with Michelle Richter-Gordon which provides a look at how DC participants feel about their financial security in retirement and suggests how retirement professionals can improve the financial security of retirees during the decumulation phase.