Description: Fact sheet summarizing the Contribution Analysis: U.S. Multiemployer Pensions Plans report.

Description: The age 85+ population will continue to grow as a percentage of the population and this is the age where people need the most help. The Society of Actuaries has conducted a series of three studies to help understand the real situation of middle-class Americans and Canadians age 85 and over. The three studies are in-depth interviews with individuals and their children, a telephone survey of individuals and an online survey of children familiar with the situation of parents age 85 and over. In addition, the SOA has conducted an online discussion on cognitive decline, and two discussions among experts. A consolidated SOA report brings all of this work together. The presenters also have some personal experience. In this panel, the presenters will share insights into how people do at ages 85 and how things change over the period of retirement. Actual experiences do not always fit what experts predict. The findings include understanding the finances and needs of retirees, the kind of help needed and what the age over 85 population receive from family, professional caregivers, and advisors. It will also focus on needs for support, the challenges faced by those aging alone and decisions around housing. It will also include some discussion of intergenerational relationships and the impact of caregiving.

Description: The speakers will share the international experience in the annuity market, discuss the annuity puzzle and the influencing factors of annuity supply and demand, and express their views on the annuity market trend under the aging and longevity trend of China's population and longevity risk management of annuity products.

Description: This paper describes the features of the Retirement Shares Plan RSP, a new concept in pension benefit design, as an alternative to traditional defined benefit or defined contribution retirement plans. An RSP transfers the invesmtent risk to plan pariticpants while retaining and pooling the longevity risk. From 2006 Re-Envisioning Retirement in the 21st Century Symposium, M-AS06-2.

Description: Fact sheet about the report series highlighting SOA research on post-retirement risks.

Description: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the risks and trends observed from the latest biennial survey, Risks and Process of Retirement.

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: Describes the new RP-2014 Exposure Draft.

Description: Feature article discussing the SOA’s Retirement 20/20 initiative.