Description: The objective of the Phase I research effort was to further the Committee’s work by defining relevant and actionable consumer segments among middle-income / mid-level net worth households. This report updates the Phase 1 analysis using data through 2010.

Description: This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend specific programs. Rather, it explains how programs that are currently available work, and what features can be improved.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to issues of particular importance to women. The report also focuses on differences and similarities in the retirement risks faced by men and women.

Description: The SOA is pleased to make available a series of reports highlighting the SOA's extensive boy of research on post-retirement risks and issues.

Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.

Description: A fact sheet summarizing The Future of Retirement in China research material.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.

Description: This study extends provides insights into how married and partnered couples in five generations compare and contrast to single individuals on retirement issues.

Description: The objective of the Phase I research effort was to further the Committee’s work by defining relevant and actionable consumer segments among middle-income / mid-level net worth households. This report updates the Phase 1 analysis using data through 2010.