Description: This is a bits and pieces sections in The Actuary magazine that covers a variety of topics. From The Actuary Magazine June 2007

Description: Three papers use sophisticated actuarial methods to develop a straightforward retirement income strategy that can be implemented in virtually any IRA or 401(k).

Description: This essay advocates that the transition from DB to DC plans won't be complete until plan sponsors offer programs of retirement income in their DC plans. The essay discusses the relevant actuarial and behavioral issues.

Description: Complete Actuary of the Future newsletter from April 2005.

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: This project has four phases. Phase 1 develops the framework for using a portfolio approach to developing retirement income strategies, and establishes a baseline for comparing to future phases. Phases 2, 3 and 4 analyze more complex retirement income solutions than Phase 1, to determine if the additional complexity improves projected outcomes and can be justified by the potential to deliver more favorable results. Interim reports have been prepared for each phase and can be found on the SCL and SOA websites. This report integrates the findings and conclusions from the Interim Reports, to help plan sponsors and their advisors consider the various goals, RIGs, and retirement income solutions that were analyzed in all four phases. This report references the analyses from the interim reports, but does not replicate all of these analyses. The Interim Reports provide many more details on our analyses for all four phases and should be used in conjunction with this report.

Description: This article discusses how actuaries are uniquely qualified to help individuals meet the significant challenges that will have a dramatic impact on their security and happiness during retirement. Therefore, the time has come for the Personal Retirement Actuary.

Description: A brief summary of the four phase project on retirement income strategies, from development to implementing.

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.