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  • Determining a Retirement Timetable

    Determining a Retirement Timetable An article about how to determine the best time to retire By Steve Siegel, ASA, MAAA When should I retire? This is an important question for many working ...

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    • Date: Oct 2025
    • Competency: Results-Oriented Solutions
    • Topics: Finance & Investments; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • Session 1B: The Current Practice of Enterprise Annuity and Professional Annuity in China and its Future Developments

    Session 1B: The Current Practice of Enterprise Annuity and Professional Annuity in China and its Future Developments As China’s population officially ages, the government has now escalated reform ...

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    • Authors: Li Xiangting
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Pensions & Retirement
  • funding-opeb-programs

    Actuarial funding of OPEB plans is primarily a public sector phenomenon due to the different regulations and tax laws that impact private sector organizations in the US. OPEB funding started to ...

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    • Date: Apr 2025
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement
  • 2023-reinsurance-help-prod-dev

    Come discuss how reinsurers can work side by side with insurer to better develop products, and lift in the areas that reinsurers have more experience, help matching products with distributions ...

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    • Authors: David Goehrke , Chris Behling, James Goad, Yiru (Eve) Sun
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Economics; Enterprise Risk Management; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance
  • 2024-china-symposium

    Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and ...

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • The Impact of Family Structure on Aspects of Retirement - Essay Collection

    The Impact of Family Structure on Aspects of Retirement - Essay Collection This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic ...

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    • Date: Jun 2025
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • 2015-2024 Deferred Annuity Mortality Study Data Request

    2015-2024 Deferred Annuity Mortality Study Data Request SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study. SOA Research ...

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    • Date: Jul 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data; Pensions & Retirement
  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income

    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...

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    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • employees-ret-plan

    Explore the use of conjoint analysis to understand what employees say they want and/or need in a retirement plan in newly released research material sponsored by the SOA’s Retirement Section.

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    • Authors: Lee Gold, Timothy Geddes, Anna M Rappaport
    • Date: Apr 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • aligning-retirement-workforce

    This interactive webcast uses case studies and a new framework to show how retirement plans and practices can be fitted to best serve organizations’ missions and objectives, guided by data and ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Enterprise Risk Management; Pensions & Retirement
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