Findings from the 2015 SOA Retirement Risk Survey & Focus Group Study


February 24, 2016

  • External Forces & Industry Knowledge

Presented by

Pension Section


Since 2001, the Society of Actuaries has conducted surveys every two years on how the public understands and manages various post-retirement risks. The 2015 Risk and Process of Retirement Survey is the eighth survey in this series and provides up-to-date findings, trends and insights which are important as retirees must manage post-retirement risks in an era of increased individual responsibility. In addition to the survey results, the discussion will include results from focus groups with long-term retirees.  Pension actuaries, as well as those who advise and build retirement products for individuals, will benefit from learning this survey's results.

This webcast recording is recommended to meet Enrolled Actuary continuing education requirements. While the sponsors of this program recommends this topic to satisfy 1.80 EA Non-Core Continuing Education credit for Enrolled Actuaries, the final decision as to meeting this requirement rests with the Joint Board for the Enrollment of Actuaries.

Note: The recording available for purchase is intended for individual viewing. Only one EA credit certificate will be issued per recording purchase.




Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.