Description: Jonathan Barry Forman, J.D., is the Alfred P. Murrah Professor of Law at the University of Oklahoma College of Law.

Description: An interview with Anna Rappaport who discusses her life and actuarial career.

Description: Feature article discussing how much money an individual needs to retire comfortably.

Description: This 2007 article from U.S. News & World Report by Paul J. Lim and Emily Brandon is about households retiring with less assets saved than was planned. It references an Employee Benefit Research Institute study and includes quotes from Anna Rappaport, FSA.

Description: Historically low interest rates, historically high equity market volatility and ever increasing life spans have made pension funding a hot topic. Financing the lifestyles of the superannuated through steadily improving investment performance is no longer a given. Market realities and stricter regulatory funding requirements are forcing plan sponsors to reduce overly optimistic assumptions about how well their investments will perform and increase assumptions about how long they will have to last. A growing number of well-known corporations are looking for help in trying to make the math work. This article discusses the opportunities for all who want to take on longevity risk.

Description: The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed to pay out a guaranteed retirement income for the life of the retiree (and, when applicable, a beneficiary). However, over the last several decades, the number of private-sector employees covered under these traditional plans has decreased dramatically and been replaced by defined contribution (DC) plans. In contrast, public-sector retirement plans, which are exempt from ERISA, have seen a much smaller decline in DB plans. There are many differences in the private and public sector that likely contributed to this phenomenon, but ERISA and the many amendments to it has been a major factor.

Description: This table is an analysis of engagement among adults age 55 and older. Engagement is defined as time spent in paid work, formal volunteering informal volunteering and caregiving activities.

Description: The article summarizes the work of three past Retirement Section Chairs, what they did and what they are currently doing for the 100th Anniversary Edition.

Description: Indexed variable annuities (IVAs)—also known as “structured” or “buffer” annuities—are a relatively new product that have drawn interest both among insurers and investors.

Description: Information regarding automatic updates to Social Security parameters (COLA, earnings base, etc.) effective at the beginning of 2017.