Description: Editorial describing some of the articles in the issue.

Description: Interview with Blaine Aiken to learn about recent developments in fiduciary responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial advisors are subject to. These developments are linked to changes in the code of ethics that apply to CFPs.

Description: Explores how blended families are different and the same. Provides survey data on how people feel about responsibility in different types of families. Provides stories of experience.

Description: Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”. The tool and the essay are part of the Products, Tools and Strategies that Address Retirement Risks Essay Collection.

Description: Retirement market study of Mexico in English

Description: This report provides an overview of selected key results from the 2019 Risks and Process of Retirement Survey.

Description: This is the second report in a series of reports on the financial perspectives of aging and retirement of Americans across the generations. It focuses on an oversample of African American, Asian American, and Hispanic/Latino respondents.

Description: Appendix to report, Variable Uninsured (Value) Life Annuities

Description: This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences between Canada and the U.S. from a life insurer’s perspective. The focus is on group annuities, which are the most common solution for pension risk transfer.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.