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  • How Much is Enough in Light of COVID- 19?

    How Much is Enough in Light of COVID- 19? Essay submission on impact of COVID-19 on retirement. Retirement planning, retirement advice, retirement income 9/10/2020 12:00:00 AM ...

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    • Authors: Sam Gutterman
    • Date: Sep 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Exploring Financial Fragility Across Generations, Race and Ethnicity

    Exploring Financial Fragility Across Generations, Race and Ethnicity This is the third report in a series of reports on the financial perspectives of aging and retirement of Americans across the ...

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    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • It Takes a Village to Help People Working in Retirement

    It Takes a Village to Help People Working in Retirement An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working ...

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    • Authors: Linda Koco
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Keeping Retirement Plans Secure in an Insecure World

    Keeping Retirement Plans Secure in an Insecure World The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a ...

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    • Authors: Alison Salka, Eric Sondergeld
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Income Optimization Objective Model

    Income Optimization Objective Model View the Income Optimization Objective Model 1/16/2023 12:00:00 AM ...

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    • Authors: Adam Butt, Geoff Warren, Gaurav Khemka, William Lim
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Primer on Retirement Income Strategy Design and Evaluation

    Primer on Retirement Income Strategy Design and Evaluation View the Primer on Retirement Income Strategy Design and Evaluation. 1/16/2023 12:00:00 AM ...

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    • Authors: William Lim, Adam Butt, Geoff Warren, William Lim
    • Date: Jan 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Benefit at Risk in Lifetime Pension Pools

    Benefit at Risk in Lifetime Pension Pools This report introduces the concepts of BaR, creating measures for members to understand the benefit risk in these pools. The authors focus on the ...

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    • Authors: Jean-Francois Begin , Barbara Sanders
    • Date: Feb 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • 2024-valact-session-5h

    Over the last few years, a significant amount of US annuity and pension business has been reinsured with offshore companies, both affiliated and non-affiliated. Hear experts discuss different ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Financial Reporting & Accounting; Pensions & Retirement

  • Impact of COVID-19 on Retirement Risks

    Impact of COVID-19 on Retirement Risks As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online ...

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    • Authors: Society of Actuaries
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Spotlight on Retirement: Latin America

    Spotlight on Retirement: Latin America Retirement market study of Latin America in English. February, 2020 The Society of Actuaries (SOA) and LIMRA jointly commissioned this research in Latin ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Global Perspectives; Pensions & Retirement
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