Description: Discussion on approaches within defined contribution retirement plans to provide retirement income as well as thoughts of how retirement plans might be structured in the future that employers will adopt that focus on retirement income delivery.

Description: Join us to explore a variety of ways that COVID-19 has impacted retirement and how those impacts may extend into the future. Material from a series of research reports published through the SOA's Aging and Retirement Strategic Research Program will be presented as well as other relevant work. This content was originally presented at the 2021 SOA ImpACT Conference.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: This is a summary of a multi-faceted research project focusing on how to help people better manage money when they no longer can. Article includes interviews with the three co-researchers. Research is focused on understanding when people need help and what actions will encourage them to make proper arrangements. Research includes focus on words and actions that lead to implementation of plans. The team is multi-disciplinary and the research included interviews with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries Aging and Retirement strategic research initiative.

Description: This is a study of Pension Benefit Guaranty Corporation (PBGC) mortality experience. The study consists of data furnished by the PBGC for the time period of September 30, 2009 through September 30, 2014. All of the data come from single-employer pension plans taken over by the PBGC in a distress termination. This is the SOA’s first study of PBGC experience and provides another comparison point of retirement plans mortality experience for work performed by pension actuaries.

Description: This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus.

Description: This session will bring together the results of SOA work focusing on what employees prefer in retirement. The work includes a survey on the provisions that employees prefer in retirement plans, the results of a series of focus groups conducted with individuals prior to retirement and at various stages of during retirement, and highlights of 20 years of SOA sponsored surveys on retirement risk. The panel will discuss major findings and their implication for retirement resource program structures, design and planning.

Description: What are the recent expectations of long-term trends in mortality? What are the limits to improvements in longevity? Join us as we review the factors impacting U.S. population mortality in the eyes of demographers. By the end of this session, you will have an awareness of the major causes of mortality and how they are trending.

Description: Come check out case studies regarding ethical dilemmas faced by actuaries in their day-to-day practice. You'll participate in an interactive discussion as presenters explore solutions to balancing various ethical considerations and have a better understanding of different ethical issues and how it impacts their practice by the end.

Description: Overview of the papers presented at the Retirement Implications of Demographic and Family Change Symposium