Description: This paper provides some background about demography, health and retirement summarizes how current pension laws influence the design of pension plans and the timing of retirement and looks at the optimal retirement age from the perspective of employers, government and workers.

Description: This is the report of the findings from the Retirement Plan Preference Survey.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: Risk-shared plan designs have been gaining significant popularity with employers and members in response to the shortcomings of traditional defined benefit and defined contribution pension plans. The presenters will explore risk-shared plan design innovations recently implemented in Canada to better balance the competing needs of members and employers, including the growing trend toward pension plan consolidation.

Description: The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous et al. The report also provided an economic capital analysis for a stylized US plan with the same member profile and the USS provisions modified to reflect a typical US DB plan.

Description: Fact sheet about the April 2019 Single Employer Contribution Analysis Update.

Description: This paper is concerned with the implications of demographic and labor force changes for work and retirement. It discusses the role of gradual retirement in introducing flexibility into the range of choices between work and retirement. Part I explains the rationale for gradual retirement. Part II discusses some of the major barriers and possible solutions to gradual retirement. Part III contains some concluding remarks. From the Retirement Implications of Demographic and Family Change Symposium, June 2002.

Description: An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement plan features they prefer.

Description: In this article, the author talks about the pension environment and pension plans in Germany.

Description: This paper was the results of an invitation by the SOA’s Pension Section Research Team to explore the current state of defined benefit plans in Canada and future visions of them.