Announcement: SOA releases October 2019 Exam STAM passing candidate numbers.

Behavioral Decision-Making in Retirement

Research Projects – Pension


The Pension Section is pleased to make available the results of a two part project. The first part consisted of a survey analyzing the behavioral effects of four types of information interventions on annuity-related purchase intentions. The summary report and accompanying PowerPoint presentation were authored by Behavioral Research Associates LLC.

The second part of the project is a white paper reviewing survey and empirical research on behavioral decision-making. The paper was authored by Jodi DiCenzo of Behavioral Research Associates LLC.


Materials

Employees’ Retirement Choices, Perceptions and Understanding: A Review of Selected Survey and Empirical Behavioral Decision-Making Research
Can Annuity Purchase Intentions be Influenced - Summary
Can Annuity Purchase Intentions be Influenced - Presentations


Questions

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


Thank You

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

  • Sandy Mackenzie, Chair
  • Vickie Bajtelsmit
  • Dick Davies
  • John Deinum
  • John Gist
  • Howard Iams
  • Cindy Levering
  • Betty Meredith
  • Anna Rappaport
  • Joe Tomlinson
  • John Turner
  • Jack VanDerhei
  • Wendy Weiss
  • Steve Siegel, Research Actuary
  • Barbara Scott, Research Administrator