Understanding and Managing Post-Retirement Risks

February 2024

Overview

The Society of Actuaries is pleased to make available several reports in a series highlighting its extensive body of research on post-retirement risks and issues. The reports were authored by Anna Rappaport, Chair of the Committee on Post-Retirement Needs and Risks. 

For a summary of the reports, please see the Understanding and Managing Post-Retirement Risks Fast Facts.

Materials

• Long-Term Care, Caregiving and Related Housing Issues: The Perspective of the Individual
  
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• Post-Retirement Risks and Related Decisions
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• Shocks and the Unexpected: An Important Factor in Retirement
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• How People Plan for Retirement
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• Women and Post-Retirement Risks
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• Retirement Experiences of People Age 85 and Over
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• Family is Important to Retirement Security
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• The Journey Through Retirement
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• COVID Aging and Retirement Research: What’s Been Done and What’s to Come?

Thank You

The SOA would like to thank the following individuals for their review and input:

Carol Bogosian
Cindy Levering
Andrea Sellars
Steven Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator

Questions or Comments

If you have any comments or questions, please send an email to research@soa.org.