Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the impact of COVID-19 on financial stress.

Description: As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online conversation about the impact of COVID-19 on retirement risks.

Description: A literature review on the impacts of healthy lifestyle behaviors and chronic condition management, providing a resource for actuaries and others on these issues.

Description: As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online conversation about the impact of COVID-19 on retirement risks.

Description: Essay submission on impact of COVID-19 on retirement.

Description: The Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: The SOA Research Institute is pleased to make available material for Primer on Retirement Income Strategy Design and Evaluation, a primer that addresses strategies to generate income during retirement from the perspectives of their design and evaluation. Design involves specifying a joint investment and withdrawal strategy, which entails deciding how to invest available assets and setting a plan for withdrawing income. Evaluation involves analyzing how well the potential outcomes arising from a strategy satisfy objectives, which provides the foundation for strategy selection. The main focus of this Primer is investment strategy rather than withdrawal strategy. However, investment strategy cannot be examined independently from withdrawal strategy. Income generation is the focal point of a retirement income strategy, and this in turn depends on the rules under which income is drawn. In addition to the primer, the authors have created two Excel models for illustrative purposes.

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.

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.