Description: Inflation can impact retirement and retirees in a variety of ways. With inflation as a reality in the current economic environment, the Society of Actuaries Research Institute's Aging and Retirement Strategic Research Program has explored this issue in recently published research and essays. This webcast will present results of that work, sharing different aspects of inflation's impact on retirement including savings, investment choices and the impact on retirees themselves.

Description: The SOA Research Institute is seeking researchers to update and expand the work done in "Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future" by looking at disparities in retirement assets across races and ethnicities by various combinations of socioeconomic and demographic factors.

Description: As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to opening up more options for exit from the labor force and gradual retirement. It reviews developments in the last few years that are important including the growth of gig employment, more remote work, more technology, workforce shortages, and changes in employee benefits that previously were a barrier to gradual retirement. It calls for more focus on adaption to the aging society. Several publications are cited and it includes a reference list.

Description: Interview with the current Chair of the Retirement Section Council, describing the work of the Council and other topics.

Description: The SOA and American Academy of Actuaries announce updated financial planning tool for retirement.

Description: This report introduces a framework for assessing the impact of retirement plans on organizational success. It highlights the direct and indirect benefits of well-designed retirement plans and includes 10 key considerations, metrics, and measures of workforce dynamics. The framework helps companies prioritize necessary changes, with examples and case studies illustrating successful applications and potential risks.

Description: This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic trends, policy design, and actuarial strategy—because retirement is the ultimate family affair.

Description: Several modern retirement arrangements, including lifetime pension pools, allow retirees to convert a single premium into income for life that varies with investment and mortality experience. It is anticipated that there will be an increase in the number of lifetime pension pools in the future. There are, nonetheless, some challenges that might slow down the potential increase in the number of lifetime pension pools. This session will present the results of recent research reports jointly sponsored by the Society of Actuaries and the Canadian Institute of Actuaries, addressing two challenges: 1. the lack of efficient and reliable ways to communicate risk to members2. the optimality of lifetime pension pool design elements. Attendees will further their understanding of these topics and how they may be applied in the future.

Description: The first of two reports focused on how families cope with the final years of life. This report summarizes 40 interviews with children of recently deceased parents.

Description: In 2023, the Society of Actuaries will present two Living to 100 Symposia. Both will be hybrid events with in-person attendance, as well as a virtual component. The first will occur January 15-18, 2023 at the Wyndham Grand Orlando Resort Bonnet Creek in Orlando, Florida. The second will occur in the first quarter of 2023 in the Asia-Pacific region.