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Aging and Retirement Research Reports

If you’re looking for research projects and reports on retirement and aging, you’ve come to the right place. The SOA offers a variety of research from the Committee on Post-Retirement Needs and Risks.

Summary Handout of Recent Retirement Research (August 2019)

2020

  • Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age
    October
    The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.
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  • Redefining the Goal of Retirement Planning – Essay Collection
    October
    The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a collection of essays in response to a call for essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning to assist individuals, actuaries, financial advisors, employers, and other stakeholders.
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  • 2019 Risks and Process of Retirement Survey
    August
    The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available material highlighting important findings for the biennial survey, Risks and Process of Retirement.
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  • Products, Tools, and Strategies that Address Retirement Risks – Essay Collection
    May 
    The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a collection of essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning tools, products, and strategies to assist individuals, financial advisors, employers, and other stakeholders.
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  • Managing Post-Retirement Risks: Strategies for a Secure Retirement (Risk Chart)
    May 
    The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available the fourth edition of the retirement risk chart. This chart provides information for consumers and other audiences on retirement risks and strategies for managing these risks.
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  • Understanding and Managing Post-Retirement Risks 
    February 
    The Society of Actuaries is pleased to make available a series of reports highlighting the SOA’s extensive body of research on post-retirement risks and issues.

2019

  • Retirement Literacy
    August
    The Society of Actuaries Aging and Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues.
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  • Life Journey Study 
    August 
    The Society of Actuaries’ Aging & Retirement Strategic Research Program is pleased to make available the first of two reports focused on how families cope with the final years of life by interviewing the children of recently deceased parents.
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  • Viability of the Spend Safely in Retirement Strategy
    July      
    The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available a research report that explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). This strategy is intended to be used by middle-income workers and retirees to generate retirement income from IRAs and employer-sponsored defined contribution retirement plans.
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  • Family Structure, Roles and Dynamics Linked to Retirement Security – Essay Collection
    June   
    The Society of Actuaries (SOA) Committee on Post-Retirement Needs and Risks is pleased to present this essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.
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  • Insights on Spending and Asset Management in Retirement 
    May   
    The Society of Actuaries (SOA) is pleased to make available a report summarizing key points made during an online discussion through the SOA’s Aging & Retirement Strategic Research Program and issues related to spending in retirement, asset management and the use of Qualified Longevity Annuity Contracts (QLAC).
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  • 2017 Retirement Risk Survey 
    March   
    The SOA 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.
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2018

  • Modeling and Forecasting Chinese Population Dynamics in a Multi-Population Context 
    December 
    The purpose of this project is to forecast China's population structure in the coming decades by projecting both the mortality and fertility rates of the Chinese population. In particular, we forecast China's future mortality rates in a multiple-population context, by explicitly allowing its systematic mortality patterns to gradually converge to those of a group of more developed countries with higher life expectancy levels and better data quality.
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  • A Conversation on Dementia and Cognitive Decline
    December
    The Society of Actuaries (SOA) is pleased to make available a report summarizing key points made during an online discussion through the SOA’s Aging & Retirement Strategic Research Program and issues related to dementia and cognitive decline. Participants included actuaries, retirement researchers, financial advisors, attorneys, economists, and financial writers.
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  • The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity
    November
    The Society of Actuaries (SOA) is pleased to make available research material from the Stanford Center on Longevity (SCL). The SOA was one of several sponsors of this report that focuses on predictions of financial security at different life stages using pertinent findings from the earlier Sightlines report on financial security.
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  • Securing Future Retirements Essay Collection
    May
    The Society of Actuaries (SOA) Committee on Post-Retirement Needs and Risks is pleased to present this essay collection, which shares thoughts and opinions on how to advance the state of effective planning strategies, products and employee benefit plan structures to help secure future retirements.
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  • 2017 Retirement Risk Survey
    May  
    The SOA 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.
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  • Post-Retirement Experiences of Individuals 85+ Years Old
    May
    The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available two research reports on post-retirement experiences of individuals 85+ years old. The study seeks to understand how the habits and behaviors from earlier in life played out in the later years of retirement.
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  • Understanding and Managing Post-Retirement Risks
    April
    The Society of Actuaries is pleased to make available a series of reports highlighting the SOA’s extensive body of research on post-retirement risks and issues.

2017

2016

2015

2014

2013

2012

2011

2010

2009

2008

2007

2006

2005

2004

2003

2002

2001

 

Other Resources

Living to 100
Living to 100 is a research effort which includes a triennial international research symposium.

 

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