2015 Risks and Process of Retirement Survey
The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available material highlighting important findings from the biennial survey, Risks and Process of Retirement. The materials include:
The survey, the eighth in the series, was conducted online of Americans ages 45 to 80. The purpose of the study is to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement,
and how Americans are managing the process of leaving the workforce. The survey was conducted by Mathew Greenwald & Associates, Inc.
The committee is also preparing additional special topics reports that will be posted as they are available.
For more information related to this topic, please see the
Post-Retirement Experiences of Individuals Retired for 15 Years or More.
If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at
The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following members of the working group for their input: