Description: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.

Description: Details on the Retirement Section Council and the direction we're moving for our members.

Description: Dedicated to those interested in the approaches of long-term pension assets, the How Should Long-Term Pension Assets Be Invested? A Debate webcast allows you to focus on where to devote your pension attention. Participants in this panel concentrate on perspectives and opinions on the direction of long-term pension assets. Expand your viewpoint on the investment of long-term pension assets by discovering other ideas about the industry. Determine how to handle your association with these assets and how to make the best move for the retirement business.

Description: An interview of the winning co authors of the SOA essay contest on how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences.

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

Description: View the 2021 Retirement Risk Survey Report of Findings.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: What role do retirement accounts and insurance products play in wealth inequality pre- and post-bankruptcy in Washington, DC, in 2011?

Description: As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to opening up more options for exit from the labor force and gradual retirement. It reviews developments in the last few years that are important including the growth of gig employment, more remote work, more technology, workforce shortages, and changes in employee benefits that previously were a barrier to gradual retirement. It calls for more focus on adaption to the aging society. Several publications are cited and it includes a reference list.

Description: This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual account under a qualified retirement plan satisfy the exception to the 10 percent additional tax in Internal Revenue Code section 72(t) for certain substantially equal periodic payments.