Redefining the Goal of Retirement Planning – Essay Collection
The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to release a collection of essays in response to a call for essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning to assist individuals, actuaries, financial advisors, employers, and other stakeholders. The goal was to explore ideas and thoughts on identifying current and alternative means of achieving and measuring retirement income adequacy.
Download the complete essay collection or browse individual articles below.
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Research Insights - Redefining the Goal of Retirement Planning – Essay Collection
Introduction
John Cutler and Andrea Sellars
Economic Security in Retirement
Doug Chandler
Inequalities in Retirement Security: Unique Challenges for African American Households
J. Michael Collins and Cliff A. Robb
Creating a Retirement Paycheck Using an Income Floor
Glen Nakamoto
Income Flooring: Is Annuitization the Right Strategy?
Anna M. Rappaport
Thinking About using Assets During Retirement
Anna M. Rappaport
The 5 Most Important Retirement Income Decisions
Steve Vernon
Retirement Income Planning in a DC World
Steve Vernon
Consider a Default Decision Process for Retirement Income Options in DC Retirement Plans
Steve Vernon
Retirement Income Statements that Educate and Don’t Dangerously Mislead
Steve Vernon
Are Americans Financially Prepared for Retirement: Why Do Economists Disagree?
Anthony Webb
Thank You
The SOA’s Aging and Retirement Strategic Research Program would like to thank the following individuals for their input throughout this project:
John Cutler, Co-Chair
Andrea Sellars, Co-Chair
Anna Rappaport
Carol Bogosian
Charles DeClara
Howard Iams
Jack Van derhei
Larry Pollack
Robert Eaton
Sam Gutterman
Steve Newman
Steve Vernon
Steven Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator
Questions or Comments?
If you have comments or questions, please send an email to research@soa.org.