Description: Update to longitudinal study of corporate pension plan contributions: have they actually reduced unfunded liabilities?

Description: Read the October 2019 Mortality Improvement Scale MP-2019.

Description: As part of the 2019 Risks and Process or Retirement Survey, this report provides an overview of selected results, focusing on the social and emotional world of retirees by researching their adjustment to retirement and their happiness, loneliness and the social engagements in which they participate in retirement.

Description: A literature review on the impacts of healthy lifestyle behaviors and chronic condition management, providing a resource for actuaries and others on these issues.

Description: This report examines the demographic, medical, and pharmaceutical profiles of HIV-positive individuals in Medicare and how their needs differ from the general Medicare population.

Description: The SOA Research Institute Aging and Retirement Strategic Research Program and Retirement Section are pleased to make available a research report that examines megatrends and potential paradigm shifts, and how they may impact the future of retirement and retirement plans, as well as the macro forces that will shape those trends.

Description: The SOA Research Institute conducted an online survey of 1,000 U.S. respondents who are actively saving for both their retirement and a family member’s or friend’s college education. The results offer a better understanding of the challenges families face. Read the report for detailed findings or peruse the infographic for an overview.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available a summary report that highlights key findings from the latest biennial survey, Risks and Process of Retirement. The survey, the eleventh in the series, was conducted online of Americans ages 45 to 80. The purpose of the study is to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement, and how Americans are managing the process of leaving the workforce. The survey was conducted by Mathew Greenwald & Associates, Inc. The full report of findings is forthcoming and will be posted soon. Additionally, several special topics reports examining aspects of the findings will be posted as they become available.

Description: As part of its ongoing effort to provide useful information on COVID-19, the Society of Actuaries (SOA) recently launched a series of reports exploring the impact of COVID-19 on retirement risks.This report is based on a follow-up conversation among actuaries from the SOA Retirement Section Council and the Retirement Section Defined Contribution Initiative Project Oversight Group. The actuaries that participated are currently working with plan sponsors of defined contribution plans in the United States and Canada. This report summarizes observations raised during the conversation about the current issues being discussed with clients to deal with immediate concerns as well as broader considerations about defined contribution plans, emergency funds and financial wellness.

Description: Appendix C to SOA Research Report: Models for Retirement Policy Analysis. The description and evaluation of each model in this report includes an assessment of its suitability to address several specific policy issues. This appendix describes the illustrative policy issues selected for this assessment.