Maintenance: will be unavailable on Sunday, March 7 from 9:00 PM – 9:15 PM CST. Access to e-Learning will be available.

Attention: Due to COVID-19 restrictions, seat capacity at Prometric testing centers continues to be affected. If you are unable to find a seat for your exam, click here to see your options.

Spending and Investing in Retirement – Is There a Strategy?

Research Projects – Pension

The SOA’s Committee on Post Retirement Needs and Risks, and Pension Section Research Team are pleased to make available material from a new research study that examines how retirees approach key financial decisions about managing their money in retirement. The objective of the research, conducted by LIMRA International and Mathew Greenwald & Associates, was to collect first hand accounts from six focus groups comprised of retirees in several locations nationwide. The resulting report presents key findings from these focus groups, including verbatim comments from the participants and interpretive comments from the researchers.

Spending and Investing in Retirement - Is There a Strategy?

Questions Or Comments?

If you have comments or questions, please send an email to