Description: Chapter 10 of the Models for Retirement Policy Analysis. This chapter describes the Macroeconomic-Demographic Model of the U.S. Retirement Income System used to investigate alternative approaches to investment of the OASDI trust funds.

Description: Description of US Social Security COLA effective December 2024 and other automatic adjustments effective for 2025

Description: Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many companies have left employees without easy access to reliable retirement income Collective Defined Contribution plans which are used to a small extent in the US but more broadly used elsewhere offer an option for consideration.

Description: In this video, Steve Siegel, introduces a report titled “Megatrends Impacting the Future of Retirement Plans.” He explains how to access the report on the SOA website and discusses its initiation during the COVID pandemic, aiming to inspire creative thinking about retirement. Siegel outlines key concepts from the reporting, including “Templosion” and “Non-Linear Life Trajectories”, which signify rapid changes and evolving life stages impacting retirement planning. He also discusses trends like “Diamonding” and “Gerontopogy” highlighting their implications for retirement and business opportunities. Finally, Steven emphasizes the ongoing nature of the conversation around retirement planning and invites viewers to explore the report for deeper insights. Contributors: Steve Siegel, ASA, MAAA; Rose Northon; Jon Forster ASA, MAAA

Description: Hear from the chairperson on themes in the May 2017 Pension Section News published by the Pension Section.

Description: Update on the activities of the Retirement Plans Experience Committee

Description: The author finds that misperceptions and lack of an appropriate context are the reason that illiquid investments - in particular annuities- have been the less desirable component of a retirement plan. The paper also suggests several catalysts that could spark a dramatic reversal of the current situation. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: A look at recent changes to Canada's social security system - the politics, stakeholder views and implications for retirement readiness.

Description: Interview highlighting FINRA research and key points raised with regard to robo-advisors and spending down of pension assets, fraud, and decision making.

Description: This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform.