Description: This report presents the results of a telephone survey among Americans aged 45 to 80 conducted by Mathew Greenwald & Associates, Inc., and the Employee Benefit Research Institute EBRI on behalf of the Society of Actuaries. The purpose of the study was 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.

Description: 'This paper looks at the issue of the timing the commencement of income annuities from the perspective of a real life client scenario.' From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues. The Retirement Planning Tools brief provides a resource for better understanding retirement tools.

Description: President Bush is to be commended for making social security private account reform a top legislative priority, but the mixed defined-benefit/defined-contribution model that he has in mind has been criticized for transferring too much investment and longevity risk to account holders. In response, President Bush should consider an alternative approach to private account design - indexed benefit offsets - that would retain the existing defined-benefit model and eliminate this risk transfer. From Pension Section News, April 2005, Issue No. 58.

Description: This article introduces resource pages assembled by the Joint Academy/Society Task Force as well as public misperceptions about the Retirement Security Report published. From Pension Section News, April 2005, Issue No. 58.

Description: The summary provides an overview of the report, written by the Project Oversight Group.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to personal risk management strategies and the process of planning for retirement.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, with additional sources for commentary.

Description: Compilation of the answers gathered through the survey, Will Retirement Assets Last a Lifetime?