The Society of Actuaries Aging and Retirement Strategic Research Program 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 fourth brief provides a resource for better understanding retirement tools. The briefs were developed by a team led by Greg Ward of Financial Finesse.
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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