Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Re-envisioning Retirement Symposium: A Forum for Creative Visions of the Future

    Re-envisioning Retirement Symposium: A Forum for Creative Visions of the Future This article discusses the call for papers entitled Re-envisioning Work and Retirement in the 21st Century which ...

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    • Authors: Steven Siegel
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Perspectives from Anna Thinking about the Future of Retirement and of Employer Support for Retirement

    Perspectives from Anna Thinking about the Future of Retirement and of Employer Support for Retirement Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2015
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Pension Section News

    Pension Section News September issue of PSN Inflation;longevity;health care costs;health insurance;interest rates;nsion policy 6442464079 9/1/2015 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Sep 2015
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks
  • Interview with Sudipto Banerjee

    Interview with Sudipto Banerjee Interview with Sudipto Banerjee Retirement planning;shocks;retirement risks;spending 6442471084 9/1/2016 12:00:00 AM ...

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    • Authors: SUDIPTO BANERJEE
    • Date: Sep 2016
    • Competency: Leadership>Thought leadership
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Public Policy
  • Time to Ditch the Three-Legged Stool Analogy for Retirement

    Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the ...

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    • Authors: Barry Kozak
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Risk Concerns and Management Across Generations

    Financial Risk Concerns and Management Across Generations A highlight report on financial risks stemming from a study on the financial perspectives of aging and retirement of Americans across ...

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    • Authors: Mathew Greenwald
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Adequacy in the United States: Should We Be Concerned?

    Retirement Adequacy in the United States: Should We Be Concerned? This research report summarizes current research on retirement adequacy and compares different measures. 6442481299 3/9/2018 ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Age Wise Infographic Series - 2

    Age Wise Infographic Series - 2 Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded ...

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    • Authors: Society of Actuaries
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Megatrends Impacting the Future of Retirement Plans

    Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

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    • Authors: Esther W Peterson
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Financial Life Planning at Work

    Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...

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    • Authors: CYNTHIA RITA MEYERS, Scott Spann
    • Date: May 2018
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks