Announcement: SOA releases passing candidate numbers for October 2024 Exam FM.

Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings

Research Projects – Pension


The Pension Section is pleased to make available a research report examining the drawdown of retirement savings. The report was written by Bonnie-Jeanne MacDonald, Bruce Jones, Richard Morrison, Robert Brown, and Mary Hardy.

Report

Research and Reality – A Literature Review on Drawing Down Retirement Financial Savings

In addition, the report has been published in the NAAJ.

Thank You

The Pension Section would like to thank the following individuals for their input and review:

  • Michael Archer
  • Gavin Benjamin
  • Kevin Binder
  • Carol Bogosian
  • Judith Chan
  • Ian Genno
  • Eric Keener
  • Cindy Levering
  • Tom Lowman
  • Dylan Porter
  • Andy Peterson, Pension Staff Fellow
  • Steve Siegel, Research Actuary
  • Barbara Scott, Research Administrator

Questions Or Comments?

If you have comments or questions, please send an email to research@soa.org.