Post-Retirement Experiences of Individuals 85+ Years Old

September 2017

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available a research report summarizing sixty-two interviews of individuals 85 years and older. Interviews were conducted in the United States and Canada. The study seeks to understand how the habits and behaviors from earlier in life played out in the later years of retirement. A follow-up survey to the interviews is currently being conducted. Results will be posted on this page when available. The research is being conducted by Mathew Greenwald & Associates, Inc.

Post-Retirement Experiences of Individuals 85+ Years Old

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 questions or comments, please send an email to research@soa.org.