Description: Article suggests future steps with regard to this project and provides information on where to get the essays.

Description: Provides an overview of several EBRI studies on spending by older Americans and brings together with Society of Actuaries research on shocks in retirement.

Description: This article focuses on the family as part of the lifetime security safety net. It looks at several issues, research and seniors' expectations.

Description: This study builds on the prior studies, Measures of Retirement Benefit Adequacy and Improving Retirement Outcomes: Timing, Phasing, and Benefit Claiming, with a specific focus on how longevity impacts household financial needs in retirement and which strategies can best address these financial strains. A major conclusion from this research is that the risk of living long should be more carefully incorporated in household retirement planning.

Description: The is the abstract for a paper that discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: The work of the Society of Actuaries’ Committee on Post-Retirement Needs and Risks—including focus groups and Risks and Process of Retirement Surveys—offers important insights into when, how and why people retire.

Description: Feature article describing the results of an SOA sponsored retirement survey. From The Actuary Magazine, April/May 2010 Vol 7 Issue 2

Description: This report provides background on U.S. trends in the timing of retirement, the claiming of benefits behavior, including discussion of labor force participation trends, the timing of commencement of Social Security, phased retirement alternatives, work as part of retirement, and the effects of retirement plan participation on these decisions. This study evaluates several of the more common retirement timing and claiming strategies using a retirement simulation model that incorporates investment, inflation, health and long-term care risks. Results of these simulations provide insight into the comparative risk exposures and costs of various retirement timing and claiming strategies for typical retiree households.

Description: This paper focuses on when and how we retire.

Description: Presented at Living to 100 and Beyond symposium in January 2002. Discusses the impact of longer life spans on families, business, society, and programs to help support the elderly.