Description: This presentation from Session 109 of the SOA May 2004 Anaheim Spring Meeting discusses how to improve the manner in which the funding of a defined benefit pension plan reacts under adverse economic conditions using asset-liability projections. Investigating the utility of hedge funds and other investment products in the risk management of pension plans is also discussed. From the Record of the Society of Actuaries, Volume 30, No. 1.

Description: The current financial model put forth as the market value of public sector pension benefit liabilities is simply the expected cash flows of the accumulated benefit obligation, as defined for current private sector financial reporting, discounted using a risk-free yield curve. This model is in serious need of an overhaul. This monograph addresses this issue.

Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

Description: Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact SPIA sales

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: Enterprise risk management (ERM) needs to be seen in perspective of other management priorities and is not first in the hierarchy of corporate needs.

Description: The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues to understand the differences in retirement security by race and ethnicity. It documents that there are major differences, and that the COVID-19 pandemic affected different groups very differently. It also raises issues related to societal conditions.

Description: The Society of Actuaries (SOA) Research Institute released initial findings from its biennial Retirement Risk Survey to gain insights into financial retirement risks and help improve financial planning strategies.

Description: The author discusses and provides an example of how some companies’ enterprise risk management (ERM) programs are designed and implemented in ways that can unwittingly weaken the organization.

Description: This presentation from Session 56 of the SOA June 2005 New Orleans Health/Pension Spring Meeting discusses the risks faced by sponsors of defined benefit pension plans and how actuaries can help these plan sponsors adopt plan design strategies to manage these risks. From the Record of the Society of Actuaries, Vol. 31, No. 2.