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: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.

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

Description: Much has been written about the problems facing not only the Canadian retirement system but that of almost all countries. The author states that the current Canadian regulatory framework is disjointed, inconsistent and bureaucratic. The focus of this paper is to define, describe and discuss what the author sees as the fundamental first step in redefining Canadian pension plans.

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: 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.

Description: This research report investigates the mechanics and practicalities of introducing retirement investment income tontines (RITs) in today’s market place.

Description: In this paper the researchers analyze pension plans for three countries (Canada, the UK, and the US) using an ESG that includes a demographic ratio that has been defined consistently for all countries. In that regard the paper extends the literature and opens areas for future research.

Description: The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues. The Retirement Planning Tools brief provides a resource for better understanding retirement tools.