As part of the SOA Research Institute’s Aging and Retirement Strategic Research Program, this page contains a wide array of reports, studies and other tips in understanding aging and its impact. The research examines retirement risks, retirement plan issues and insights on living longer.
The SOA has made available a series of reports on post-retirement risks and issues and presents a “Fast Facts” sheet to provide a summary.
A report seeking to understand the views of Black/African Americans, Asian Americans and Hispanic/Latinos on their financial situations, actions taken around financial planning, priorities and support.
The Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute released a report summarizing interviews with retirement subject matter experts regarding industry practices in financial crimes and fraud prevention.
This issue brief provides help navigating the challenges of finding trustworthy and experienced financial advice.
Long-Term Care Coverage: Stakeholder Opinions on State-Based Catastrophic Insurance
The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a report that explores stakeholder views in Minnesota on the efficacy of a public catastrophic long-term care insurance program at the state level.
The Impact of Inflation on Retirement - Essay Collection
The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.
Benefit at Risk for Lifetime Pension Pools
The SOA Research Institute’s Aging and Retirement Strategic Research Program and Canadian Institute of Actuaries are pleased to make available the first of two reports that look at Benefit at Risk (BaR) in lifetime pension pools.
Long-Term Services and Supports: Usage and Payment by Race, Ethnicity and Socioeconomic Factors
An exploration of how the need for, utilization of and payment for long-term services and supports differ in the U.S. by population cohorts defined by race, ethnicity and other socioeconomic factors.
2021 Risks and Process of Retirement Survey
The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available material from the latest biennial survey, Risks and Process of Retirement.
Research on the risks, attitudes and concerns of retirees and pre-retirees.
Impact of COVID-19
Retirement Risk Survey Series
Middle Market Retirement
Retirement Decisions
Managing Finances
Retirement Income
Consumer Interest
Highlights of Research by Topic or Theme
Other Resources
This report compiles and analyzes a wide variety of works that look at how retirement preparedness varies in the U.S. across racial/ethnic groups.
Learn how Gen Xers are both unique in their financial status and planning behaviors and how they more closely resemble millennials than older generations when it comes to financial security and retirement readiness.
The SOA Research Institute provides a decision brief that reviews key considerations for setting up an estate plan.
Visit the SOA Research Institute’s GitHub overview page to access repositories for code from research projects. You also can post code and make comments. To publish material not related to research, please contact David Schraub at DSchraub@soa.org. The SOA’s general GitHub page is also available.
