Challenges and Strategies for Financing an Increasingly Long Life

The Society of Actuaries’ Pension Section is pleased to make available a research report focusing on how longevity impacts household financial needs in retirement and which strategies can best address these needs.  The report was authored by Vickie Bajtelsmit, Anna Rappaport, and Tianyang Wang.

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

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

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

John Deinum, Chair
Gavin Benjamin
Kevin Binder
David Driscoll
Ian Genno
Eric Keener
Cindy Levering
George Ma
Andrea Sellars
Dylan Porter
Joe Tomlinson
Steven Siegel, SOA Research Actuary
Andrew Peterson, SOA Staff Fellow
Barbara Scott, SOA Research Administrator