Description: Read the October 2018 issue of Retirement Section News published by the Retirement Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: Hear from the Chairperson on themes in the October Retirement Section News published by the Retirement Section.

Description: Chapter 5 concludes that the results of the research into the system show that customer retention in the Mexican pension industry is related to specific dimensions of service quality. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: Informal discussion 2017 LT100 transcript for Session 1C: Impact of Aging: Biggest Current Policy Challenges from the U.K./U.S./Canada as a Result of Aging?

Description: Description of US Social Security COLA effective December 2025 and other automatic adjustments effective for 2026

Description: The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed to pay out a guaranteed retirement income for the life of the retiree (and, when applicable, a beneficiary). However, over the last several decades, the number of private-sector employees covered under these traditional plans has decreased dramatically and been replaced by defined contribution (DC) plans. In contrast, public-sector retirement plans, which are exempt from ERISA, have seen a much smaller decline in DB plans. There are many differences in the private and public sector that likely contributed to this phenomenon, but ERISA and the many amendments to it has been a major factor.

Description: Chapter 2 examines the long history of social security in Mexico, noting that for most of its history, Mexican social security was highly selective and never universal. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: Discusses help those who do not have enough quarters of work to qualify for Social Security.

Description: Discusses the Strategic Research Program Initiative Task Force

Description: This essay explores the role that the emerging defined contribution retirement system may be playing in the growth of wealth inequality in the United States. The current system leaves many Americans with little or no retirement savings. Those with higher accumulation levels appear to invest proportionally more in equities, which may have an exponential effect of balances over long time periods. The author hypothesizes that willingness to take investment risk involves the relationship between the amount an investor has accumulated and what she/he needs in order to cover basic costs of living. This is one reason that investors with greater accumulation levels may be able to earn higher rates of return. The essay concludes by suggesting that the U.S. defined contribution system should include all workers and provide additional fiduciary guidance. Examples reforms, both in the U.S. and other countries, are provided.