Description: This presentation is Part II of a two part series arranged by the Society of Actuaries Futurism Section. Part I discussed the demographic changes, business restructurings, changing social values, and changing government roles that are predicted to occur in the next 20 years. Part II discusses the effects these changes are expected have on retirement plans and retirement security. From the Record of the Society of Actuaries Vol. 20, No. 3A.

Description: This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' awareness of potential financial risks, how this awareness impacts the management of their finances with respect to retirement and how Americans are managing the process of leaving the workforce.

Description: This session from the 1982 SOA Spring Meeting discusses the recent economic environment, the changes in household economic activity, the effect of the continued high rate of inflation on the needs and responses of customers of financial security products and participants of non-insured employee benefit plans during their working years. From Record of the Society of Actuaries 1982, Volume 8, No. 1.

Description: This session discusses the results of recent studies, one sponsored the Society of Actuaries, conducted by Mathew Greenwald & Associates and the Employee Benefits Research Institute EBRI and another conducted by Life Insurance Marketing and Research Asssociation LIMRA, focusing on public knowledge and attitudes with regard to post-retirement risks. From the Record of the Society of Actuaries, Volume 28, No. 3, Session 9pd.

Description: This report presents the results of a survey conducted for the Society of Actuaries Pension Section Research Committee by Mathew Greenwald & Associates, Inc, March 2005. The purpose of the survey was to examine the prevalence of traditional and hybrid defined benefit pension plans in large organizations that have operations in the United States. The results of the study may prove useful to pension practitioners and policy makers wishing to gauge the effect of a recent US court ruling with potentially widespread implications for pension plans commonly referred to as cash balance plans.

Description: This report provides an overview of post-retirement risks, how they are perceived, and ways to protect against them. It presents key findings on the major retirement risks explored in the 2009 Retirement Risk Survey and provides context for the results in relation to other studies.

Description: Presentation slides on a retirement risk survey and eight focus groups conducted in 2013 by Greenwald and Associates.

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 session from the 1976 SOA Fall Meeting is about the recent data collected by the American Council of Life Insurance, and recent data collected from a comprehensive study of the Social Security system. The panel discusses the current and future implications from this data for life insurance, pensions and financial security.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to personal risk management. Plans made and actions taken throughout people’s formative working lives develop their “life portfolios.” An important part includes making provisions for their senior years. These steps and efforts continued beyond their working lives to optimize physical, cognitive, emotional and financial well-being comprise their personal management of retirement risk. Such measures include, but are not limited to, when they choose to retire and take Social Security; their spending habits; how they manage debt; how they plan living arrangements and utilize the equity in their homes; the financial products they purchase; and how they employ financial planning services.