Description: This document provides key findings from the 2007 Risks and Process of Retirement Survey related to how respondents conceive retirement and how they retire.

Description: This issue brief focuses on the importance of analyzing the pros and cons of taking a lump sum or monthly annuity payments upon retirement from the workforce.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to what people mean by retirement and how they retire. It also examines the significance of potential labor shortages and the possibility of people working longer.

Description: This article focuses on personal experiences and observations, what risk managers say about emerging risks, how climate and emerging risks fit into the bigger retirement picture for the individual, and how they affect actuaries and plan sponsors. During the last few years, there has been an increasing concern about the impact of emerging risks and about concerns about them. Climate change is a top emerging risk. At the end of 2022, climate change was highlighted in the news as a major concern. At the 2022 annual meeting of the SOA, it was clear that actuaries accepted the importance of climate change and the need to think about how it affected many areas of practice. It is however clear that disruption can also come from other emerging risks. This article focuses on the broader picture of emerging risks but with more detail about climate change. It looks at the issues through SOA research, personal experience and other data to provide a big picture insight into these risks and retirement security.

Description: The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September 2020. This article summarizes some key points from the testimony and also offers ideas for how employers can help employees and retirees deal with these issues. There are two different audiences that employers deal with as a result of diminished capacity – the individuals whose capacity is diminished, and those who help them.

Description: The Society of Actuaries and Financial Finesse are creating a series of briefs focused on retirement literacy issues.

Description: This panel discussion from the 1977 Record of the SOA Vol. 3 No. 4 examines the possible future developments related to retirement income security including public policy developments and the various social, economic, political, demographic, and other driving forces impact of future events.

Description: This session looks at the many software packages available to help plan for retirement. Each of these includes some model of post-retirement needs. From the Record of the Society of Actuaries, Volume 27, No. 3, Session 148PD.

Description: In this article, the authors focus on the disparities for women and minorities in retirement security with emphasis on issues that may be of particular interest to actuaries. From Pension Section News, October 2011, Issue No. 75.

Description: The Society of Actuaries and Financial Finesse are creating a series of briefs focused on retirement literacy issues.