Behavioral Decision-Making in Retirement

Research Projects – Pension


The Pension Section is pleased to make available the results of a two part project. The first part consisted of a survey analyzing the behavioral effects of four types of information interventions on annuity-related purchase intentions. The summary report and accompanying PowerPoint presentation were authored by Behavioral Research Associates LLC.

The second part of the project is a white paper reviewing survey and empirical research on behavioral decision-making. The paper was authored by Jodi DiCenzo of Behavioral Research Associates LLC.

The material can be accessed by clicking the links to the right.

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

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

  • Sandy Mackenzie, Chair
  • Vickie Bajtelsmit
  • Dick Davies
  • John Deinum
  • John Gist
  • Howard Iams
  • Cindy Levering
  • Betty Meredith
  • Anna Rappaport
  • Joe Tomlinson
  • John Turner
  • Jack VanDerhei
  • Wendy Weiss
  • Steve Siegel, Research Actuary
  • Barbara Scott, Research Administrator