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  • A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective

    A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...

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    • Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Economic Scenario Generators; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management

  • Insights on Spending and Asset Management in Retirement

    Insights on Spending and Asset Management in Retirement This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use ...

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    • Authors: Anna M Rappaport
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Spotlight on Retirement: Asia - Fast Facts

    Spotlight on Retirement: Asia - Fast Facts 05/14/2019 05:00:00 ...
    • Date: May 2019
    • Topics: Pensions & Retirement

  • The Future of Retirement in China Fast Facts

    The Future of Retirement in China Fast Facts A fact sheet summarizing The Future of Retirement in China research material. Retirement planning, Retirement risk, Retirement income 10/30/2019 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks

  • Perspectives on Retirement PLANNING and Consumption

    Perspectives on Retirement PLANNING and Consumption This is a discussion about an ongoing dialogue on a model of personal investing known as the Life–Cycle Model of Investing and Saving. To gain ...

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    • Authors: Steven Siegel
    • Date: Oct 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement

  • Actuarial Research Topics in 401(K) Plans: Request for Proposals/Call for Essays

    Actuarial Research Topics in 401(K) Plans: Request for Proposals/Call for Essays The SOA Research Institute seeks proposals and essays on actuarial aspects of 401(k) plans, including similar ...

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    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Financial Reporting & Accounting; Pensions & Retirement

  • Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income

    Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income The Society of Actuaries (SOA) and Stanford Center on ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks

  • A Conversation on Dementia and Cognitive Decline

    A Conversation on Dementia and Cognitive Decline A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline. December 2018 The Society of ...

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    • Authors: Anna M Rappaport
    • Date: Dec 2018
    • Competency: Strategic Insight and Integration
    • Topics: Pensions & Retirement

  • Trends in Canadian Mortality by Pension Level: Evidence from the CPP and QPP

    Trends in Canadian Mortality by Pension Level: Evidence from the CPP and QPP This report examines the mortality of Canadian pensioners subdivided by pension level, using data from the Canada ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Demography>Mortality - Demography; Pensions & Retirement

  • Keeping Retirement Plans Secure in an Insecure World

    Keeping Retirement Plans Secure in an Insecure World Keeping Retirement Plans Secure in an Insecure World The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s ...

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    • Authors: Eric Sondergeld, Alison Salka
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
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