Description: A highlight report on financial risks stemming from a study on the financial perspectives of aging and retirement of Americans across five generations.

Description: Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the liquidation of the endowment.

Description: This paper is a comment on the Tracker Plan, a concept for U.S. pension reform.

Description: This April 2008 webcast, titled 'Understanding Changes During Retirement: Results of Two Studies' discussed the Society of Actuaries' 2007 Risks and Process of Retirement Survey and the Urban Institutes' Study on how older Americans spend their time. Additional references on 'What People Do' and other data sources are provided.

Description: This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to economic and financial issues.

Description: This is a transcript of a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable is to discuss a model of personal investing known as the Life–Cycle Model of Investing and Saving. This model is concerned with how individuals can find ways to smooth their consumption so that they have a roughly similar standard of living across different periods of time. This roundtable discussion was the catalyst for the article, 'Perspectives on Retirement Planning and Consumption' written by Steven S. Siegel for the October/November 2007 Actuary magazine.