2017 Risks and Process of Retirement Survey


The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available the full report, an overview report, and other reports highlighting important findings for the biennial survey, Risks and Process of Retirement.  The survey, the ninth 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 several other highlights reports that will be posted as they are available.


Material

Report

2017 Retirement Risk Survey

2017 Risks and Process of Retirement: Key Findings & Issues

2017 Risks and Process of Retirement: Financial Wellness

2017 Risks and Process of Retirement: Housing in Retirement

Fast Facts: 2017 Risks and Process of Retirement Survey



Podcast


Thank You

The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following members of the Project Oversight Group for their input:

Anna Rappaport, Chair
Vickie Bajtelsmit
Carol Bogosian
Barbara Butrica
Craig Copeland
Paula Hogan
Barbara Hogg
Cindy Levering
Frank O’Connor
Andrea Sellars
Cecilia Shiner
Linda Stone
Tom Toale
Jack VanDerhei
Paul Yakoboski
Steve Siegel, SOA Research Actuary
Barbara Scott, SOA Sr. Research Administrator

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