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

Description: The Society of Actuaries (SOA) and Stanford Center on Longevity released a report exploring the feasibility of implementing the “Spend Safely in Retirement Strategy.

Description: As Gen X women enter their 40s and 50s, they are hitting their stride. For this group of women, it is also the perfect moment to address their retirement and longevity planning. Health Savings Accounts (HSAs) are one of the best vehicles in the retirement toolbox for this group to maximize.

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

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: This report covers mortality among pensioners along with some some disability pensioner mortality experience.

Description: View the 2021 Retirement Risk Survey Report of Findings.

Description: This is an Excel workbook that contains detailed reviews of the literature that was searched in the course of a study that explored pre-retirement influences on attitudes and decisions regarding retirement. The research study, conducted by Linda Smith Brothers, reviewed sixty papers written since 1990, and summarized their important points under several categories. The workbook contains a description of the specific categories covered and how they are addressed by each of the sixty papers that were reviewed.

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: The Society of Actuaries Retirement Section Research Committee has sponsored a retirement project on the impact of megatrends and paradigm shifts on retirement plan design and funding. Various aspects were examined in the context of the future of retirement plans, including: Sociocultural Economic Technological Health and Long-term Care Environmental Presenters will address how the future is changing and challenge accepted thinking about retirement issues, as well as highlight new areas for consideration. At the end, you will have a better understanding of megatrends and how actuaries and others may address the changes in retirement plans.