Description: Excerpts from the PBGC Actuarial Valuation Report—1999 Fiscal Year by Joan M. Weiss from Pension Section News, June 2000, Issue No. 43.

Description: On June 26, 2007, the U.S. Conference Board sponsored a webcast on phased retirement. There were several interesting aspects of the webcast and ensuing discussion including: 1. Polling results, 2. Case studies about how employers have implied phased retirement programs, including examples of how employees are moved from job to job as they entered phased retirement, and 3. Participation by a number of employers indicating their interest in the topic. This article focuses on the first two of these three elements.

Description: This project explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS).

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

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: The emergence of target benefit pension plans in Canada has focused attention on risk sharing in employment-based retirement income schemes.