Description: This article focuses on the period between full-time work and complete exit from the labor force. It is a write of 2019 annual meeting session. It provides some overview of labor market data and employer issues for people nearing and entering retirement. It discusses employer issues with regard to keeping employees longer and phased retirement. It provides some overview of societal issues. It discusses the value and importance of longer work. Note that the article precedes and does not reflect the challenges of the COVID-19 outbreak.

Description: In this article, the authors focus on the disparities for women and minorities in retirement security with emphasis on issues that may be of particular interest to actuaries. From Pension Section News, October 2011, Issue No. 75.

Description: The Society of Actuaries and Financial Finesse are creating a series of briefs focused on retirement literacy issues.

Description: This panel discussion from the 1977 Record of the SOA Vol. 3 No. 4 examines the possible future developments related to retirement income security including public policy developments and the various social, economic, political, demographic, and other driving forces impact of future events.

Description: This session looks at the many software packages available to help plan for retirement. Each of these includes some model of post-retirement needs. From the Record of the Society of Actuaries, Volume 27, No. 3, Session 148PD.

Description: This study addresses some aspects of the financial impact on women under the Social Security benefits reform or redistribution.

Description: Experts' discussion of symposium papers. From Retirement Needs Framework, M-RS00-1.

Description: This study, produced by the MetLife Mature Market Institute in partnership with the Society of Actuaries, demonstrates that family type is an important consideration in financial and retirement planning. This tip sheet, based on the study findings, provides areas that are important for all family types to consider, followed by additional considerations based on specific family types.

Description: To help the next generations to retire with financial security, financial services companies, employers, and financial advisors must do more. There are two paths to doing more: providing programs that work without individuals making choices on their own, and providing more education and encouragement. This paper is an attempt to move these efforts forward by presenting ideas for what consumers, employers, financial professionals, financial services companies, and government should do to help deal with the ongoing retirement challenges.

Description: This report presents the results of a telephone study among Americans aged 45 to 80.