Insights on Spending and Asset Management in Retirement

May 2019

The Society of Actuaries (SOA) is pleased to make available a report summarizing key points made during an online discussion through the SOA’s Aging & Retirement Strategic Research Program and issues related to spending in retirement, asset management and the use of Qualified Longevity Annuity Contracts (QLAC).  Participants included actuaries, retirement researchers, financial advisors, attorneys, economists, and financial writers. The report was authored by Anna Rappaport, Chair of the Aging & Retirement Strategic Research Program.


Insights on Spending and Asset Management in Retirement

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

If you have any comments or questions, please send an email to