As part of the SOA’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.
This report summarizes thoughts and questions raised during the conversation focused on the possible impact of COVID-19 on senior housing and related decisions that retirees and their families may need to make.
As part of its ongoing effort to provide its stakeholders with useful information on COVID-19, the Society of Actuaries (SOA) recently launched an online conversation about the impact of COVID-19 on retirement risks.
The Society of Actuaries’ Aging & Retirement Strategic Research Program is pleased to make available essays received in response to its Call for Essays on the impact of COVID-19 on aging and retirement. The purpose of the essay call is to gather perspectives, opinions and data on the short and long-term consequences of COVID-19 on aging and retirement.
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.
Fintech and the Retirement Savings System
The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a sampling of new financial technologies (fintech) and their applications related to retirement savings systems affecting participants, plan sponsors and service providers
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age
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.
The Society of Actuaries (SOA) and LIMRA jointly commissioned this research in Latin America to study current and future retirement market opportunities. In the twenty-first century, Latin America has undergone a significant and rapid demographic shift towards an aging population.
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
Examine major decisions in retirement.
