Description: This article provides a Retirement 20/20 update.

Description: Measuring Fair Value for Participation Units of Stable Value Pooled Funds

Description: As China’s population officially ages, the government has now escalated reform of China's social security system to a national strategic level. The report of the 19th National Congress further mentioned construction of an old-age security system and social environment, painting a bright future for development of the pension industry. At the moment, development of China's pension industry is beginning a new journey. Learn about the current status and future development of pillar 2 pension, which is core to China's pension system; framework and operation management overview of Enterprise Annuity and Occupational Annuity; possible evolution paths in contribution payment methods’ investment operation models, and development of professional pension managers.

Description: The presenters will provide an update on recent developments impacting U.S. retirement plans, such as regulatory guidance, new legislative proposals, recent court cases and recent trends. Experienced pension actuaries will share their perspectives on these issues and discuss how plan sponsors are being impacted.

Description: Jacquelyn B. James, Ph.D. is director of the Center on Aging & Work and the Sloan Research Network on Aging & Work at Boston College; she is also a fellow in the Behavioral and Social Science Division of the Gerontological Society of America. Her research has focused on the meaning and experience of work, gender roles and stereotypes, adult development, perceptions of older workers and emerging retirement issues. Since 2014, with support from the Alfred P. Sloan Foundation, Dr. James has been building the Sloan Research Network on Aging & Work, a multi-disciplinary, international network. Dr. James, along with Dr. Marcie Pitt-Catsouphes, edited a special issue of the journal, Work, Aging & Retirement—Change in the Meaning and Experience of Work in Life. James is past president of the Society for the Study of Human Development and serves on the editorial board of Work, Aging & Retirement.

Description: Feature article describing the next steps people should take after they are finished working full time.

Description: Appendix A to SOA Research Report: Models for Retirement Policy Analysis. Terms described in this appendix include: Aging dynamic and static, Behavioral response first and second-round effects, Calibration, Distributional analysis including gainers and losers tables, Dynamic model, Filing unit, Imputation including hot deck, Matching exact and statistical, Microsimulation model, Static model, Weighting. Terms are defined with reference to their application in social welfare policy modeling.

Description: Actuaries have been thinking about how to improve North American retirement systems in big and small ways for a number of years. This web page contains Bob Berin’s thoughts on this topic from the September 1990 Pension Section News, followed by Cindy Levering’s update on the Retirement 20/20 initiative.

Description: The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers can use when considering advice options for a company retirement plan. The guide includes information about the nature and timing of decisions, ongoing decisions after retirement, and advice considerations. The guide is intended to be unbiased toward any particular approach or organization’s product. This guide does not provide advice for specific situations and should not be construed as doing so. It is an information tool for considerations related to advice. The guide is not intended to provide legal guidance or recommendations.

Description: This is the session transcript from Session 6A: Mortality Improvement Approaches from the January 4-6, 2017 Living to 100 Symposium in Orlando.