Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age

Research Projects – Pension

The Pension Section is pleased to make available a research report providing a literature review of post-retirement financial strategies from the perspective of an individual approaching retirement age. The literature surveyed focuses on the risks of longevity, inflation, and investment. The report was authored by Arnold Shapiro of Penn State University.

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at

The Pension Section Research Committee would like to thank the following individuals for their input and review:

  • John Gist
  • Howard Iams
  • Betty Meredith
  • Sally Natchek
  • Stacy Schaus
  • Joseph Simonian
  • Thomas Streiff
  • Joseph Tomlinson
  • John Turner
  • Steve Vernon
  • Steve Siegel, SOA Research Actuary