Description: A changing workforce on a global scale, along with the cost and administrative burden of running retirement plans, has led to an increasing number of workers without access to company sponsored retirement plans. In addition, even when coverage exists, many national retirement and social security systems lack payout systems that provide true retirement security. Explore different retirement systems and uncover an overview of available and developing solutions to address these gaps in coverage and retirement security.

Description: Reunite with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border communication and discussion, and more. Advance your career through learning and networking opportunities, and share your experiences in the finance and insurance industries, as well as other fields related to actuarial science.

Description: This is a call for essays on the impact of family structure on aspects of retirement. It provides background information, sample topics of interest, submission guidelines, awards information, and details about publication and presentation of selected essays.

Description: How might retirement income strategies be designed and their suitability assessed when retirees may differ substantially in their objectives, preferences and personal circumstances? Gain a wide-ranging overview of the key elements involved in formulating retirement strategies, drawing on the report, Primer on Retirement Income Strategy Design and Evaluation, which was recently released by the Society of Actuaries (SOA) Research Institute's Aging and Retirement Strategic Research Program. Hear about three types of income objectives-income floor, income target and income optimization-and how they imply different retirement strategies along with a different set of metrics to evaluate outcomes. We will also touch on key member attributes to account for: The nature of income risk, approaches to investing and drawing down on available assets to generate income, and how stochastic modeling can support the analysis. You will find something of interest in this session, regardless of prior familiarity with strategies for retirement.

Description: This table is an analysis of engagement among adults age 55 and older. Engagement is defined as time spent in paid work, formal volunteering informal volunteering and caregiving activities.

Description: Information regarding automatic updates to Social Security parameters (COLA, earnings base, etc.) effective at the beginning of 2017.

Description: This article describes the opportunities for providing financial services for the near- and post-retirement market, particulary for the insurance industry if willing to retool product, market and or distribution. The article gives an example of retooling a life contingent annuity.

Description: Summary of defined contribution research reports, including research category and target audience.

Description: Intersector Group Releases Time-Sensitive Information on Deductibility of Contributions to DB Plans, when plan and tax years do not coincide.

Description: A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks.