Retirement Literacy

June 2017

The Society of Actuaries Committee on Post Retirement Needs and Risks and Financial Finesse are pleased to make available the first of five briefs focused on retirement literacy issues. This first brief in the series explores retirement from a holistic perspective looking at non-financial issues. Subsequent briefs will address a number of financial issues such as the cost of retirement and managing risk. The brief was developed by a team lead by Greg Ward of Financial Finesse.


Retirement Health & Happiness

Thank You

The SOA would like to thank the following individuals for serving on the Project Oversight Group:

Andrea Sellars, Chair
Carol Bogosian
Steve Cooperstein
Barb Hogg
Cindy Hounsell
Ray Kirk
Cindy Levering
Steve Newman
Anna Rappaport
Kenn Tacchino
Julie Stich
Tom Toale
Linda Stone
Steve Siegel, SOA Research Actuary
Andy Peterson, SOA Staff Actuary
Barbara Scott, Sr. Research Administrator

Questions Or Comments?

If you have comments or questions, please send an email to