The Society of Actuaries Committee on Post Retirement Needs and Risks and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues. The first brief in the series explores retirement from a holistic perspective looking at non-financial issues. The second brief looks at retirement planning and the things to consider throughout one’s career. The third brief explores the types of expenses that may occur in the first year of retirement. The briefs were developed by a team led by Greg Ward of Financial Finesse.
Research Insights - Retirement Literacy Brief #1 - Health & Happiness
Research Insights - Retirement Literacy Brief #2, Retirement Planning From Start to Finish
Research Insights - Retirement Literacy Brief #3, A Spending Plan for Retirement
The SOA would like to thank the following individuals for serving on the Project Oversight Group:
Andrea Sellars, Chair
Steve Siegel, SOA Research Actuary
Andy Peterson, SOA Staff Actuary
Barbara Scott, Sr. Research Administrator
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