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2019 Risks and Process of Retirement Survey

The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available the full report, and two briefs highlighting important findings for the biennial survey, Risks and Process of Retirement.  The survey, the tenth in the series, was conducted online of Americans ages 45 to 80.  The purpose of the study is to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement, and how Americans are managing the process of leaving the workforce. The survey was conducted by Mathew Greenwald & Associates, Inc.


2019 Retirement Risk Survey

2019 Financial Expectations of Pre-Retirees Versus Realities of Retirees Brief

2019 Work and Lifetime Financial Security Brief

Thank You

The SOA would like to thank the following members of the Project Oversight Group for their input:

Anna Rappaport, Chair
Vickie Bajtelsmit
Carol Bogosian
Barbara Butrica
Craig Copeland
Paula Hogan
Barbara Hogg
Cindy Levering
Jonah Morales
Andrea Sellars
Cecilia Shiner
Linda Stone
Tom Toale
Jack VanDerhei
Steve Siegel, SOA Sr. Practice Research Actuary
Barbara Scott, SOA Sr. Research Administrator

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