Edition

Research Projects in Post Retirement Needs and Risks

2015 Risks and Process of Retirement Survey

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available material highlighting important findings from the biennial survey, Risks and Process of Retirement.  The materials include:

  1. The full research report of findings
  2. The overview report of the key findings and issues
  3. A report on longevity - Living Longer and Impact on Planning
  4. A report on dealing with unplanned expenses - Shocks and Unexpected Expenses
  5. A report on spending – Spending Patterns and Debt

The survey, the eighth in the series, was conducted online of Americans ages 45 to 80.  The purpose of the study is to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement, and how Americans are managing the process of leaving the workforce.  The survey was conducted by Mathew Greenwald & Associates, Inc.

The committee is also preparing additional special topics reports that will be posted as they are available.

For more information related to this topic, please see the Post-Retirement Experiences of Individuals Retired for 15 Years or More.


Materials

2015 Risks and Process of Retirement Survey – Report of Findings

2015 Risks and Process of Retirement Survey – Key Findings and Issues

2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning

2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement

2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt


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:

  • Anna Rappaport, Chair
  • Vickie Bajtelsmit
  • Carol Bogosian
  • Barbara Butrica
  • Mike Cowell
  • Paula Hogan
  • Barbara Hogg
  • Cindy Levering
  • Andrea Sellars
  • Linda Stone
  • Tom Toale
  • Paul Yakoboski
  • Steve Siegel, SOA Research Actuary
  • Barbara Scott, SOA Research Administrator