Description: This is the third report in a series of reports on the financial perspectives of aging and retirement of Americans across the generations. It examines how financially fragile Americans are, explores distinguishing characteristics of the financially fragile, and examines their views and concerns regarding their current finances and retirement planning.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with retirement plan recordkeepers and subject matter experts regarding industry practices in financial crimes and fraud prevention.

Description: This report examines a series of megatrends that can impact the future of retirement and retirement plans, as well as the macro forces that will shape those trends.

Description: This report introduces the concepts of BaR, creating measures for members to understand the benefit risk in these pools. The authors focus on the measures of budgeting and decision making.

Description: View the Income Optimization Objective Model

Description: View the Primer on Retirement Income Strategy Design and Evaluation.

Description: Appendix B to SOA Research Report: Models for Retirement Policy Analysis. This appendix describes several databases that have been used for study of retirement, pension and social security policy.

Description: Pension accounting standards continue to evolve across the globe with objectives, methods and assumptions varying, sometimes substantially, from one jurisdiction to the next. The presenters will compare the primary global pension accounting standards (US GAAP and IFRS), review recent developments and address whether or not the current standards adequately serve stakeholders such as plan participants, investors, management and regulators.

Description: The importance of financial wellness has been increasingly recognized in the last few years. More organizations are sponsoring programs to assist people in different stages of their life.