By Society of Actuaries Research Institute

The Society of Actuaries (SOA) Research Institute Aging and Retirement Strategic Research Program in collaboration
with the Sexuality and Gender Alliance of Actuaries (SAGAA) is pleased to present this collection of essays that
explore aging and retirement issues for LGBTQ+ people. This collection continues the Program’s dedicated effort to
further advance the SOA’s organization-wide Diversity, Equity and Inclusion initiative. This includes its 2021
companion essay collection on aging and retirement issues for people of different races and ethnicities.
Our sincerest thanks to SAGAA for the participation of their representatives and support for this effort. SAGAA is a
professional networking community for LGBTQIA+ actuaries and allies. SAGAA aims to create a forum for dialogue,
community, and career networking, while educating the broader actuarial profession. SAGAA has three pillars:
networking, professional development, and company education. Since its founding in 2020, SAGAA has delivered
company education both virtually and in-person to several of its sponsoring companies and firms. SAGAA has been a
presence in the industry partnering with multiple actuarial societies including the Society of Actuaries through
partnerships, virtual townhalls, and presentations at annual meetings.
This effort aimed to explore how differences in retirement security and outcomes are experienced by LGBTQ+
people to promote a better understanding of the underlying issues surrounding the differences. A panel of judges
from both organizations did a blinded review of the essays for publication and awards. The judges selected one
essay for top prize. Consideration was given to creativity, originality and the extent to which an idea could
contribute to furthering the conversation on these issues.

Get the report here