Description: This web page describes the new MP-2014 Exposure Draft.

Description: This report summarizes the comments received on the Scale MP-2014 exposure draft.

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: 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: 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: 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 more.

Description: The Society of Actuaries (SOA) Committee on Post-Retirement Needs and Risks is pleased to present this essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a collection of essays in response to a call for essays exploring ideas and thoughts on working in retirement and phased retirement programs.

Description: The SOA Research Institute tasked the Workforce Science Institute to investigate how retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an interview with Rick Guzzo and Haig Nalbantian co-founders of the Workforce Science Institute who are the researchers on this project. The interview gives a helicopter view of the project as well as provides some “food for thought” on how retirement plans can be designed to produce an effective workforce.