Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

Description: 2021 ImpACT Conference - Session 13C: Regulatory Changes and Late Breaking Developments 10.29.21 Recording

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

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

Description: Retirement market study of Latin America in English.

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: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.