Description: This is a Request for Proposals document by the Society of Actuaries Retirement Section Research Committee, outlining topics for pension research proposals, proposal requirements, selection process, submission details, conditions, and conflict of interest guidelines.

Description: SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study.

Description: The SOA and American Academy of Actuaries announce updated financial planning tool for retirement.

Description: In 2023, the Society of Actuaries will present two Living to 100 Symposia. Both will be hybrid events with in-person attendance, as well as a virtual component. The first will occur January 15-18, 2023 at the Wyndham Grand Orlando Resort Bonnet Creek in Orlando, Florida. The second will occur in the first quarter of 2023 in the Asia-Pacific region.

Description: Interview with the current Chair of the Retirement Section Council, describing the work of the Council and other topics.

Description: This article focuses on personal experiences and observations, what risk managers say about emerging risks, how climate and emerging risks fit into the bigger retirement picture for the individual, and how they affect actuaries and plan sponsors. During the last few years, there has been an increasing concern about the impact of emerging risks and about concerns about them. Climate change is a top emerging risk. At the end of 2022, climate change was highlighted in the news as a major concern. At the 2022 annual meeting of the SOA, it was clear that actuaries accepted the importance of climate change and the need to think about how it affected many areas of practice. It is however clear that disruption can also come from other emerging risks. This article focuses on the broader picture of emerging risks but with more detail about climate change. It looks at the issues through SOA research, personal experience and other data to provide a big picture insight into these risks and retirement security.

Description: Women have different resources and experiences than men in retirement, partly due to demographic and life cycle differences and partly due to societal practices. This article reviews the differences, the situation 25 years ago, and then compares the situation 25 years ago to the situation today. Some of the big long lasting issues are differences in life spans and periods of disability, differences in pay, different shares of caregiving responsibility and differences of time out of the workplace. It finds some things that have improved, but other issues that existed 25 years ago have still not been addressed. New issues have arisen. The article draws on a presentation given at the 25th anniversary of the Women’s Institute for a Secure Retirement (WISER). It also focuses on the impact of COVID and the changes that have taken place in the workplace in the last few years. It provides insights into and discussions of the pros and cons of remote and hybrid work arrangements. It provides insights into issues that still need to be addressed.

Description: Lifetime pension pools convert a lump sum into lifelong income, periodically adjusting benefit payouts based on mortality and investment experience. Volatility-targeting strategies can enhance benefit stability by dynamically adjusting the investment portfolio’s exposure to risky assets in the context of these pools, demonstrating superior performance compared to traditional static asset allocation methods.

Description: Papers: Retirement Strategy Metrics – Mark Shemtob, FSA, MAAA, EA, MSPA, FCA A Review of the Demography of Retirement in the United States – Jacob S. Siegel

Description: Legislative changes and the economic environment have created a need for plan sponsors to understand and manage pension risk and volatility. Dynamic asset allocation glidepaths reduce risk as plans become better funded. But what about the risk that plan sponsors face when their plans are underfunded? The presenters will discuss the challenges of managing pension risk when assets don't keep pace with liabilities.