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The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups

Research Projects in Pension


The Society of Actuaries’ Committee on Post Retirement Needs and Risks and the Pension Section are pleased to make available a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.


Materials

The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups – Executive Summary


Questions

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at ssiegel@soa.org.


Thank You

The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following members of the working group for their input:

  • Carol Bogosian, Co-Chair
  • Cindy Levering, Co-Chair
  • Cindy Hounsell
  • Greg Gocek
  • Howard Iams
  • Betty Meredith
  • Linda Stone
  • Lynn Franzoi
  • Anna Rappaport
  • Sara Rix
  • Wendy Weiss
  • Andrew Peterson, SOA Staff Fellow
  • Steve Siegel, SOA Research Actuary