Description: What role do retirement accounts and insurance products play in wealth inequality pre- and post-bankruptcy in Washington, DC, in 2011?

Description: The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) are pleased to publish this essay collection on Aging and Retirement Issues in People of Different Races and Ethnicities. This effort explores how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and promotes a better understanding of the underlying issues surrounding the differences.

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.

Description: Detailed information about a Measurement Framework to evaluate existing designs and to illustrate how certain designs do or do not meet the fundamentals and where tradeoffs lie.

Description: Interview with the current Chair of the Retirement Section Council, describing the work of the Council and other topics.

Description: SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study.

Description: The first of two reports focused on how families cope with the final years of life. This report summarizes 40 interviews with children of recently deceased parents.

Description: Several modern retirement arrangements, including lifetime pension pools, allow retirees to convert a single premium into income for life that varies with investment and mortality experience. It is anticipated that there will be an increase in the number of lifetime pension pools in the future. There are, nonetheless, some challenges that might slow down the potential increase in the number of lifetime pension pools. This session will present the results of recent research reports jointly sponsored by the Society of Actuaries and the Canadian Institute of Actuaries, addressing two challenges: 1. the lack of efficient and reliable ways to communicate risk to members2. the optimality of lifetime pension pool design elements. Attendees will further their understanding of these topics and how they may be applied in the future.

Description: In 2023, the Society of Actuaries will present two Living to 100 Symposia. Both will be hybrid events with in-person attendance, as well as a virtual component. The first will occur January 15-18, 2023 at the Wyndham Grand Orlando Resort Bonnet Creek in Orlando, Florida. The second will occur in the first quarter of 2023 in the Asia-Pacific region.

Description: The SOA and American Academy of Actuaries announce updated financial planning tool for retirement.