Description: Overview of ideas about longevity risk management focused in part on plan design and on adjusting retirement ages, the interaction of multiple risks and on collective and multiple entity plans. Key ideas from the 2013 Pension Research Council meeting are included and several sets of resources are cited.

Description: This report summarizes thoughts and questions raised during the conversation focused on the possible impact of COVID-19 on senior housing and related decisions that retirees and their families may need to make.

Description: This is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks post–retirement, the role of government, software and some perspectives on the future.

Description: This article presents highlights from a Roundtable Discussion held at the 2008 Annual Conference of the National Academy of Social Insurance - NASI. Some issues discussed are the results of the SOA 2007 Survey on the Risks and Process of Retirement, the phases of retirement and the changes during retirement as a function of changing health and capability, age, changing family status and employment status.

Description: The abstract for the paper Impact of Aging Populations, Part 2 - High Age Implications of Post-Retirement Risks

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available a summary report that highlights key findings from the latest biennial survey, Risks and Process of Retirement. The survey, the eleventh in the series, was conducted online of Americans ages 45 to 80. The purpose of the study is to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement, and how Americans are managing the process of leaving the workforce. The survey was conducted by Mathew Greenwald & Associates, Inc. The full report of findings is forthcoming and will be posted soon. Additionally, several special topics reports examining aspects of the findings will be posted as they become available.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: Anna and Maria report on the “Older Women in the Future: Adapting to Longer Lives” session that they jointly presented with Terry Kozlowski at last year’s World Future Society Conference, and provide brief summaries of selected other sessions they found interesting and/or surprising.

Description: This article discusses Life-Cycle Saving and Investing for retirement. The article reviews how actuaries can add to the discussion of what is wanted and needed in retirement and how traditional replacement ratios can be linked with consumption targets.

Description: Discusses some basic issues for women to consider in planning for the possibility of being alone.