Description: Andy provides a succinct summary of activities that he, the council and many other engaged parties have undertaken this past year with regard to the now firmly established Retirement 20/20 initiative, including links to working drafts of papers submitted and presentations made at June’s Retirement 20/20: New Designs for a New Century conference held in Washington, D.C.

Description: Table 2 for 2009 Pension Section Survey: Update and Action Plan showing the Pension Section's plans for continuing education and the expected timeframe

Description: This article highlights Living to 100 sessions on current aging policy issues in the UK, the US and Canada as well as what can be done by individuals.

Description: This paper describes the cost method used for the Canada Pension Plan.

Description: This presentation presents a decumulation strategy during retirement with the purchase of deferred annuities.

Description: Retirement Needs Framework by Anna Rappaport from Pension Section News, February 1999, Issue No. 39.

Description: There is no silver bullet to improving retirement income outcomes for retirees. However, a combination of changes can be of significant value in addressing this overlooked issue. Although QLACs on the surface have potential value, they are not nearly as efficient as they could be. So far, employer plans have provided limited options for retirement income solutions. IRAs may not cost effectively serve the best interest of retirees. Employer plans should be encouraged to become retirement income providers and alternative approaches should be considered. The current prohibition on allowing plans to modify benefit payouts based on mortality experience should be reconsidered to allow for innovative plan income designs. Improvements to the deaccumulation stage of the retiree nest egg are challenging yet necessary.

Description: An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement plan features they prefer.

Description: This is a discussion about an ongoing dialogue on a model of personal investing known as the Life–Cycle Model of Investing and Saving. To gain additional insight into the model and its implications for retirement planning, the SOA's Committee on Post Retirement Needs and Risks CPRNR recently gathered a panel of leading experts for a round table discussion on the model with the hope of providing a lively forum to exchange ideas.

Description: Recent guidance in the form of Rev. Proc. 2006- 13 provides a general safe harbor for the fair market value of a deferred-annuity contract when determining the amount includible in income on conversion of a traditional IRA to a Roth IRA.