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  • living-to-100-s02c

    Both the SOA and AARP will showcase their recent research projects highlighting the impact of marginalization on aging and retirement. Learn how being a member of a marginalized group changes ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”

    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • Authors: Patrick Ring
    • Date: Mar 2023
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
  • Perspectives on Retirement PLANNING and Consumption

    Perspectives on Retirement PLANNING and Consumption This is a discussion about an ongoing dialogue on a model of personal investing known as the Life–Cycle Model of Investing and Saving. To gain ...

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    • Authors: Steven Siegel
    • Date: Oct 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • Retirement 20/20: The Amazing Transformation Of Ret I. Rement

    Retirement 20/20: The Amazing Transformation Of Ret I. Rement This article is about papers submitted in response to a Retirement 20/20 call for submission of papers about Tier II retirement ...

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    • Authors: Emily Kessler, Andrew Peterson
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement
  • The Lingering Effects of the 2009 RMD Waiver

    The Lingering Effects of the 2009 RMD Waiver A discussion of how issuers and providers of IRAs and employer-provided qualified retirement plans need to consider all situations and possibly modify ...

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    • Authors: Mark E Griffin, Joel Winston Mann
    • Date: May 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement; Public Policy
  • Designing an International Pension Program for Mobile Employees

    Designing an International Pension Program for Mobile Employees Designing an international pension program for mobile Employees. From The Pension Forum, January 2003, Volume 15, Issue No. 1.

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    • Authors: Lisa Larsen
    • Date: Jan 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Pension Forum
    • Topics: Global Perspectives; Pensions & Retirement; Pensions & Retirement>Plan design
  • Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective

    Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective Feature article describing the next steps people should take after they are ...

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    • Authors: Anna M Rappaport
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Actuarial Practice in the Retirement Benefits Arena: Yesterday, Today and Tomorrow

    Actuarial Practice in the Retirement Benefits Arena: Yesterday, Today and Tomorrow Feature article with interviews of two prominent actuaries in the retirement benefits arena. Retirement, ...

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    • Authors: Patrick Ring
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement
  • Spotlight on Retirement: Mexico (Spanish)

    Spotlight on Retirement: Mexico (Spanish) Retirement market study of Mexico in Spanish 6/15/2020 12:00:00 AM ...

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    • Authors: Society of Actuaries, Hernan Poblete Miranda
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Global Perspectives; Pensions & Retirement