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  • Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty

    Optimal Consumption and Annuity Equivalent Wealth with Mortality Model Uncertainty The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the ...

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    • Authors: Yang Shen , Jian xi Su, Zhengming Li, Society of Actuaries
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • 2013 Risks and Process of Retirement Survey

    A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Pensions & Retirement; Public Policy

  • Modeling the Impact of Inflation on Retirement Savings Portfolios

    The primary purpose of this paper is to demonstrate, through a basic stochastic projection model, how inflation might impact savings and investing for retirement.

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    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics; Modeling & Statistical Methods; Pensions & Retirement
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