Retirement Section News
The Retirement Forum is published on an ad hoc basis to highlight reports and articles on a particular topic, featuring comments by experts in the field and responses by the authors.
The 2024 edition provides an evaluation of defined contribution plans in the United States and Canada. It highlights the risks of traditional defined contribution plans and how innovative strategies or designs can mitigate associated risks.
2025
January
- Chairperson's Corner
- Using SOA Research Institute Consumer Research and Consumer Resources: Part 3—Key Resources: Summaries of 25 Years of Research and Consumer Resources
- Essays on “Impact of AI on Retirement Professionals and Retirees”—A Summary
2024
October
- Using SOA Research Institute Consumer Research and Consumer Resources: Part 2—Key Findings at Different Life Stages
- State Pensions in Germany, Austria, Belgium, and France
- U.S. Corporate Pensions—Thoughts on Surplus Assets
July
- Using SOA Research Institute Consumer Research and Consumer Resources: Part 1—Helping Individuals Understand and Fill Gaps in Retirement Planning
- ERISA and Retirement Income Security: 50 Years Later
- Interview with Patrick Ring
April
- Reforming Social Security: Lessons from Sweden
- Needs Versus Wants: What do Collective Defined Contribution Plans Address?
- How Retirement Benefit Plans Can Be Designed to Produce an Effective Workforce
January
- Chairperson’s Corner
- The Future of Defined Contribution Plans
- Long-term Care and Caregiving: The Perspective of the Individual
2023
October
- A Rapidly Changing Environment Gives Aging and Retirement Research a Lot to Do
- Megatrends Impacting the Future of Retirement Plans
- Adequacy of Social Security in Meeting Consensus Goals
July
- What is the Retirement Section Council? An Interview of SOA Retirement Section Council Chair
- An Introduction to Collective Defined Contribution Plans
- Highlights of 2023 Living to 100 Symposium
April
- What Retirement Plan Features Do Employees Really Want?
- Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
- Climate Change, Emerging Risks and Retirement Security
January
- Chairperson's Corner
- Aging: The Great Common Denominator
- Lifetime Income Disclosure
- Women and Retirement—Long-Standing Issues and New Developments
2022
September
- DC Corner: ADP/ACP Testing & Plan Design Considerations
- Retirement Fraud: Should We Be Concerned?
- Did COVID-19 Change Retirement Risks?
- Uncertainty in Aging: Are Retirees Prepared to Face the Risks?
- The Retirement Forum—Volume 24, Issue 1—Now Available
June
- DC Corner: For Such a Time as This
- Working Longer: How and When We Retire
- Optimizing QDIAs for Retirement
- SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
March
- Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
- The Withdrawal Liability Interest Rate Puzzle
- Syllabus Changes to the Pathway to ASA
January
- Chairperson's Corner
- Inequalities In Retirement Security: Unique Challenges for African American Households
- SOA Research: Learnings about Financial Priorities by Race and Ethnicity of Groups with Lower Levels of Retirement Security
2021
September
- American Rescue Plan Act: What is the Impact on Plan Sponsors of Corporate Defined Benefit Plans
- CRITs: An Alternative Retirement Income Approach
- Pension Risk Transfer: Evaluating Impact and Barriers for De-risking Strategies
July
- What is the ERISA Advisory Council? An Interview with Andrea Sellars and Julie Curtis
- Perspectives From Anna: A Changing Paradigm for Retirement Investments?
- Assessing Long-term Risks of the COVID-19 Pandemic on Pension Plans Using Scenario Modeling: The Power of a Story
May
- Bo Doesn't Know Retirement But Pension Actuaries Do!
- De-risking Strategies of Defined Benefit Plans: Empirical Evidence from the United States
- COVID-19, Retirement and the Future
January
- Chairperson's Corner
- Growing Momentum of Environmental, Social and Governance (ESG) Investing in Financial Markets
- Diminished Capacity and Retirement Planning
2020
Issue 100, February - View | Download
2019
Issue 99, September - View | Download
Issue 98, June - View | Download
Issue 97, February - View | Download
2018
Issue 96, October - Download
Issue 95, May - Download
Issue 94, February - Download
2017
Issue 93, September - Download
Issue 92, June - Download
Issue 91, February - Download
2016
Issue 90, September - Download
Issue 89, May - Download
Issue 88, February - Download
2015
Issue 87, September - Download
Issue 86, May - Download
Issue 85, January - Download
2014
Issue 84, September - Download
Issue 83, May - Download
Issue 82, January - Download
The Retirement Forum
The Retirement Forum is published on an ad hoc basis to highlight reports and articles on a particular topic, featuring comments by experts in the field and responses by the authors.
The 2024 edition provides an evaluation of defined contribution plans in the United States and Canada. It highlights the risks of traditional defined contribution plans and how innovative strategies or designs can mitigate associated risks.