Description: February 2016 issue of Product Matters!

Description: Educational trip whereby Columbia Students visit with 26 insurance and reinsurance organizations over a 4 day period in 2014.

Description: This article is aimed at developing young actuaries and how the current LTCI market offers much opportunity.

Description: This article provides insight on how the worksite LTC market has evolved, and how new concepts like "Financial Wellness" are serving as a catalyst to engage employees in LTC Planning during their working years.

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: During the past few years, the Society of Actuaries Committee on Post-Retirement Needs and Risks has come to realize that employees are called on to make many decisions about their benefits, and increasingly, as more benefits are provided by their employers, the retirement security of the employee depends largely on the decisions they make. During the last two years, the Committee has moved into a new area – with two projects on the topic of Retirement Financial Advice. The first is a research paper focused on employer approaches to retirement financial advice, and the second is a guide for employers. Greg Ward, CFP®, Think Tank Director at Financial Finesse, served on the Project Oversight Group for the employer guide and the research paper. Greg works with employers and employees to promote financial wellness. This article offers some perspectives on the SOA reports.

Description: Retirees and their advisors should construct diversified portfolios of retirement income, allocating among various retirement income classes that include Social Security, annuities, and systematic withdrawals from invested assets. This essay discusses the pros and cons of various retirement income generators and the issues with constructing retirement income portfolios.

Description: Provides an overview of issues with regard to the defined benefit plan lump sum choice and introduces the Society of Actuaries Decision Brief on that topic

Description: Offers some perspectives on retirement advice and the employer after the April, 2016 Department of Labor new fiduciary rules. Builds on SOA research project from the Committee on Post-Retirement Needs and Risk, Retirement and Investment Advice: A Guide for Employers