Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with retirement plan recordkeepers and subject matter experts regarding industry practices in financial crimes and fraud prevention.

Description: This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

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.

Description: SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study.

Description: This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping consumers more effectively understand and consider them.

Description: Though some defined contribution plans have added retirement income options in the form of annuities, there is a challenge to retirees in deciding whether to select such options and if so the amount to purchase. This article discusses a variety of considerations that retirees should be aware of when making a decision to annuitize.

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.

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.