Retirement in China:

Consumer Interest

Reports and other materials providing consumers with helpful information about post-retirement needs and risks

Software & Tools

Longevity Illustrator
Calculate the different ranges of life expectancy with the Actuaries Longevity Illustrator, a tool jointly developed by the American Academy of Actuaries and the Society of Actuaries.

Retirement Literacy

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.

Research Reports

Recent Publication

A Conversation on Dementia and Cognitive Decline
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.

The Sightlines Project – Seeing Our Way to Financial Security in the Age of Increased Longevity
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.

Financial Perspectives on Aging and Retirement Across the Generations
The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release the results of a study focused on the financial perspectives of aging and retirement of Americans across five generations, including Millennials, Gen X, Early Boomers, Late Boomers and the Silent Generation. In addition, the study seeks to understand how the habits and behaviors from earlier in life played out in the later years of retirement.

Securing Future Retirements Essay Collection
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.

Post Retirement Needs & Risks

Research on the risks, attitudes and concerns of retirees and pre-retirees.

Retirement Risk Survey Series
Middle Market Retirement
Retirement Decisions
Managing Finances
Retirement Income
Consumer Interest
Highlights of Research by Topic or Theme
Other Resources

Managing Retirement Decisions

Examine major decisions in retirement.