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.
Learn about research findings on the retirement market in China. This is research from the SOA and LIMRA.
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.
Recent Publications
Insights on Spending and Asset Management in Retirement
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).
2017 Risks and Process of Retirement: Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient
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.
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.
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
Examine major decisions in retirement.
