Retirement Section News
Retirement Section News is intended as a medium for the timely exchange of ideas and information of interest to pension actuaries.
This newsletter is provided for informational and educational purposes only. Neither the Society of Actuaries nor the respective authors’ employers make any endorsement, representation or guarantee with regard to any content, and disclaim any liability in connection with the use or misuse of any information provided herein. This publication should not be construed as professional or financial advice. Statements of fact and opinions expressed herein are those of the individual authors and are not necessarily those of the Society of Actuaries or the respective authors’ employers.
2024
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 for the publication of papers on pension-related topics and discussions of those papers. It is published on an ad hoc basis by the Retirement Section of the Society of Actuaries and available free of charge.
The most recent edition of The Retirement Forum is now available. This edition focuses on three previously published reports from the Society of Actuaries Research Institute, along with comments from various contributors and responses to these comments by the reports’ author. The reports and accompanying discussions highlight key findings on the post-retirement period and post-retirement risks.