Improving Retirement Outcomes: Timing, Phasing and Benefit Claiming Choices
The Society of Actuaries’ Pension Section is pleased to make available a research report evaluating several of the more common retirement timing and claiming strategies using a retirement simulation model that incorporates investment, inflation, health and long-term care risks. The report was authored by Anna Rappaport, Vickie Bajtelsmit, and LeAndra Foster.
This report is a follow-up to the authors’ report, Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at firstname.lastname@example.org.
The SOA’s Pension Section would like to thank the following individuals for their input on the project:
- Cindy Levering, Chair
- Andrea Sellars
- Ann Bryant
- Bill Roberts
- Bruce Jones
- David Driscoll
- Dylan Porter
- Eric Keener
- Gavin Benjamin
- Ian Genno
- Joe Tomlinson
- John Deinum
- Kevin Binder
- Kristin Gustafson
- Andrew Peterson, SOA Staff Fellow
- Steven Siegel, SOA Research Actuary
- Barbara Scott, SOA Research Administrator