Improving Retirement Outcomes: Timing, Phasing and Benefit Claiming Choices

The Society of Actuaries’ Pension Section is pleased to make available a research report evaluating several of the more common retirement timing and claiming strategies using a retirement simulation model that incorporates investment, inflation, health and long-term care risks. The report was authored by Anna Rappaport, Vickie Bajtelsmit, and LeAndra Foster.

To access the report, click on the link to the right.

This report is a follow-up to the authors’ report, Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at ssiegel@soa.org.

The SOA’s Pension Section would like to thank the following individuals for their input on the project:

  • Cindy Levering, Chair
  • Andrea Sellars
  • Ann Bryant
  • Bill Roberts
  • Bruce Jones
  • David Driscoll
  • Dylan Porter
  • Eric Keener
  • Gavin Benjamin
  • Ian Genno
  • Joe Tomlinson
  • John Deinum
  • Kevin Binder
  • Kristin Gustafson
  • Andrew Peterson, SOA Staff Fellow
  • Steven Siegel, SOA Research Actuary
  • Barbara Scott, SOA Research Administrator