Description: This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined Contribution Retirement Plans. The article covers a high-level overview of the changes enacted by the law that create the opportunity, as well as the potential opportunity for future annuity sales.

Description: The paper will focus on two broad areas, integration of insurance products with investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling and pricing for the longevity risk in the secondary market in insurance.

Description: The Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States.

Description: A collection of essays received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.

Description: This report will provide an overview of how COVID-19 and the related societal changes have affected U.S. employers and individuals as we focus on retirement, summarize the SOA Research Institute-sponsored research, identify some of the current uncertainties, and provide ideas and questions for thinking about the future. This is a relatively unusual report because most COVID-19 related reports have focused on immediate issues, and not on thinking about the longer term. The Institute reports consider longer-term issues and raise questions that need to be answered.

Description: Feature article discussing the financial strains of growing family structures.

Description: Retirement Section Chair industry and professional observations introducing the content of the newsletter. The current article focuses on the benefits of volunteering within the actuarial profession and acknowledges the contributions made to the outgoing section council members and the outgoing staff fellow for retirement as well as introducing new retirement section council members

Description: 2 public plans improve intergenerational equity & sustainability: DC plan, active employees & lifetime benefit, retirees. 2 tools measure effectiveness.

Description: This study note discusses the calculations that are required for any plan with employee contributions remaining.

Description: This is the November 2009 Exam DP-RU which covers retirement benefits from the Design and Pricing perspective for the United States.