Advanced Search

Last Name First Name Company Name City Advanced Search

Actuary of the Future Education & Research Entrepreneurial Actuaries Financial Reporting Futurism Health International Investment Joint Risk Management Long-Term Care Insurance Management & Personal Marketing & Distribution Pension Product Development Reinsurance Smaller Insurance Company Taxation Technology

Research Projects

Research Projects in Pension

Post Retirement Needs and Risks

Welcome to the Post Retirement Needs and Risks Web Page. This page provides information useful to actuaries and other professionals with an interest in modeling and conducting research regarding individual financial risks and needs after retirement.

The Committee on Post Retirement Needs and Risks sponsors and administers this page.

---

• Post-Retirement Risks
• Managing Post–Retirement Risks–A Guide to Retirement Planning (Risk Chart)
•  
• Highlights of Recently Published SOA Retirement Research
• Summary Handout of Recent Retirement Research
•  
• Simple Life Expectancy
• Simple Life Expectancy Calculator
•  
• 2007 Retirement Risk Survey
• Full Report
• Key Findings and Issues–Understanding and Managing the Risks of Retirement
• Key Findings and Issues–Phases of Retirement
• Key Findings and Issues–Health and Long–Term Care Risks in Retirement
• Handouts from webcast on the 2007 Retirement Risk Survey
•  
• Links: Papers/Research
• Perspectives on Retirement Planning and Consumption
• Roundtable on Lifecycle Model Transcript
• Public Misperceptions About Retirement Security
• Public Mispreceptions About Retirement Security Closing the Gaps
• Spending and Investing in Retirement–Is There a Strategy?
• Retirement Planning Software
•  
• 2005 Retirement Risk Survey
• Full Report
• Key Findings and Issues–Impact of Retirement Risk on Women
• Key Findings and Issues–Risks of Retirement
• Key Findings and Issues–Process of Retirement
• Key Findings and Issues–Longevity and Retirement Risk
•  
• 2003 Retirement Risk Survey
• Full Report
• Key Findings and Issues–Risks of Retirement
• Key Findings and Issues–Process of Retirement
•  
• Retirement Plan Preferences Survey
• Full Report
•  
• Monographs
• Managing Retirement Assets Monograph (April 2004 symposium)
• Retirement Implications of Demographic and Family Change
•  
• 2001 Retirement Risk Survey
• Key Findings and Issues
• Full Report
•  
• EBRI (Employee Benefit Research Institute)
• Pension Research Council
• RAND
• TIAA–CREF, Research Dialogues
•  
• Statistics
• US Census Bureau
• BEA (Bureau of Economic Analysis)
• HCFA (Healthcare Financing Administration); Centers for Medicare and Medicaid Services
• MEPS (Medical Expenditure Survey)
• Social Security Office of the Chief Actuary
• SOA Long Term Care Insurance Section
•  
• Population Survey Data and Associated Papers
• CPS (Current Population Survey)
• HRS (Health and Retirement Study) and AHEAD (Asset and Health Dynamics Among the Oldest Old)
• NIA Demography Centers
• NLS (National Longitudinal Surveys)
• SCF (Survey of Consumer Finance)
• SIPP (Survey of Income and Program Participation) Journals
•  
• Journal of Financial Planning
• Journal of Financial Planning
• Pension, Compensation and Benefits Journal
•  
• Organizations
• AARP Public Policy Institute
• Center on Aging Society
• Gerontological Society of America
• International Longevity Center
• National Institute on Aging