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 (January 2017)

2018

  • 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.
  • 2017 Retirement Risk Survey
    May
    The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available findings for the biennial survey, Risks and Process of Retirement.
  • 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.
  • 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

  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    December
    The Society of Actuaries’ Committee on Post Retirement Needs and Risks and the Retirement Section are pleased to make available a report providing a framework of analyses and methods that various stakeholders can use to compare and assess strategies for developing lifetime retirement income.
  • Retirement Literacy
    December
    The Society of Actuaries Committee on Post Retirement Needs and Risks and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues.
  • Living to 100 Monograph
    September
    Access the monograph on longevity and retirement from the SOA Living to 100 Symposium.

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.