Description: Scale BB was introduced in March 2012 as an interim mortality improvement scale which may be used by pension actuaries until work on a formal successor to the widely used improvement scale, Scale AA, is complete.

Description: Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”. The tool and the essay are part of the Products, Tools and Strategies that Address Retirement Risks Essay Collection.

Description: Retirement market study of Mexico in English

Description: This report provides an overview of selected key results from the 2019 Risks and Process of Retirement Survey.

Description: This is the second report in a series of reports on the financial perspectives of aging and retirement of Americans across the generations. It focuses on an oversample of African American, Asian American, and Hispanic/Latino respondents.

Description: This report series focuses on the financial perspectives of aging and retirement of Americans across five generations, including Millennials, Gen X, Early Boomers, Late Boomers and the Silent Generation. The latest addition to the report series focuses on Generation X and their preparedness for retirement.

Description: This report was prepared to provide an overview of pension risk transfer for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences between Canada and the U.S. from a life insurer’s perspective. The focus is on group annuities, which are the most common solution for pension risk transfer.

Description: Call for essays on catastrophe modeling for life & health insurance focusing on impacts of the L.A. wildfires. Topics include risk modeling, insurability considerations, catastrophe event management, and AI's role. Submissions open until June 2025, offering up to $10,000 in awards for selected essays. Publication will follow with author attribution.

Description: This report focuses on disparities in retirement savings based on race and ethnicity. It includes a thorough review of the literature on the extent of racial disparities in retirement savings and possible causes for and correlates of these disparities.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.