Post-Retirement Experiences of Individuals 85+ Years Old

May 2018

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available two research reports on post-retirement experiences of individuals 85+ years old.  The first report summarizes sixty-two interviews of individuals 85 years and older.  Interviews were conducted in the United States and Canada. The second report summarizes 201 surveys of Americans age 85+ years old and 202 surveys of adult children of Americans in this age group.

The study seeks to understand how the habits and behaviors from earlier in life played out in the later years of retirement. The research was conducted by Mathew Greenwald & Associates, Inc.


Post-Retirement Experiences of Individuals 85+ Years Old: In-Depth Interviews

Post-Retirement Experiences of Individuals 85+ Years Old: Survey Report

Thank You

The SOA’s Committee on Post-Retirement Needs and Risks would like to thank the following individuals for their input on the project:

Anna Rappaport, Chair
Vince Bodnar
Carol Bogosian
Sally Hass
Paula Hogan
Howard Iams
Cindy Levering
Hector Ortiz
Beth Pickenpaugh
Sara Rix
Richard Schreitmueller
Linda Stone
Sandra Timmermann
Steven Siegel, SOA Research Actuary
Andrew Peterson, SOA Staff Fellow
Barbara Scott, SOA Sr. Research Administrator

Questions Or Comments

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at