2013 Risks and Process of Retirement Survey

December 2013

Author

Mathew Greenwald & Associates, Inc.

Sponsor

The Society of Actuaries

Executive Summary

This biennial survey evaluates 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 has been conducted every two years since 2001 with a representative sample of retirees and pre-retirees aged 45-80. Each iteration of the survey includes a complete report of all findings along with several highlights reports that focus on a particular aspect of the survey. The highlights reports include perspectives from other sources to provide additional insights on the findings.

In addition to the findings of each iteration of the survey, the series overall provides an insightful historical record and quantitative measures of how the perception and experience of retirement has changed since the beginning of the millennium.

Materials:

2013 Retirement Risk Survey
Key Findings and Issues-Understanding and Managing the Risks of Retirement
Key Findings and Issues - Experiencing Change in Retirement
Key Findings and Issues - Personal Risk Management
Key Findings and Issues – Impact of Retirement Risk on Women
Material Related to the Report on Impact of Retirement Risk on Women
Presentation of the Retirement Risk Survey and Focus Groups

Questions or Comments?

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