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  • Optimizing QDIAs for Retirement

    Optimizing QDIAs for Retirement The article describes the factors that should determine the asset allocation of an employer's QDIA, especially Target Date Funds, and suggests that in general ...

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    • Authors: Paul Donahue
    • Date: Jun 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Post retirement risks
  • Did COVID-19 Change Retirement Risks?

    Did COVID-19 Change Retirement Risks? This article shows how COVID-19 affected retirement risks, and how retirement planning was impacted by COVID-19. It ties together COVID-19 and its economic ...

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    • Authors: Anna M Rappaport
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Health & Disability>Health risks; Pensions & Retirement>Post retirement risks
  • Megatrends Impacting the Future of Retirement Plans

    Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

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    • Authors: Esther W Peterson
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks
  • The Future of Defined Contribution Plans

    The Future of Defined Contribution Plans An interview with Michelle Richter-Gordon which provides a look at how DC participants feel about their financial security in retirement and suggests how ...

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    • Authors: Patrick Ring
    • Date: Jan 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • COVID-19, Retirement and the Future

    COVID-19, Retirement and the Future COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider. By Anna M. Rappaport ...

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    • Authors: Anna M Rappaport
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Retirement Fraud: Should We Be Concerned?

    Retirement Fraud: Should We Be Concerned? This article is an interview of two fraud experts who talk about the feedback on retirement fraud they received from surveying record keepers. By Patrick ...

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    • Authors: Patrick Ring
    • Date: Sep 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce

    How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce The SOA Research Institute tasked the Workforce Science Institute to investigate how retirement benefit plans can ...

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    • Authors: Patrick Ring
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Corporate plans; Pensions & Retirement>Plan design
  • State Pensions in Germany, Austria, Belgium, and France

    State Pensions in Germany, Austria, Belgium, and France An overview of the state old age pension systems in four European countries that is intended to provide additional international context for ...

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    • Authors: Paul Donahue
    • Date: Oct 2024
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Social Insurance>Social Security
  • DC Corner: ADP/ACP Testing & Plan Design Considerations

    DC Corner: ADP/ACP Testing & Plan Design Considerations Actuaries can be well suited to provide consulting to both DB and DC plans. We focus on DC design and the important nondiscrimination ...

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    • Authors: Ruth Schau
    • Date: Sep 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Uncertainty in Aging: Are Retirees Prepared to Face the Risks?

    Uncertainty in Aging: Are Retirees Prepared to Face the Risks? This article highlights the Late-in-Life Decisions Guide recently published by the SOA. It includes interviews with three retirement ...

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    • Date: Sep 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Post retirement risks