Description: A collection of essays received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.

Description: The Retirement Section and Retirement Section Research Committee are pleased to make available a research report examining academic and practitioner research on low interest rates in the United States.

Description: This report will provide an overview of how COVID-19 and the related societal changes have affected U.S. employers and individuals as we focus on retirement, summarize the SOA Research Institute-sponsored research, identify some of the current uncertainties, and provide ideas and questions for thinking about the future. This is a relatively unusual report because most COVID-19 related reports have focused on immediate issues, and not on thinking about the longer term. The Institute reports consider longer-term issues and raise questions that need to be answered.

Description: Appendix C to SOA Research Report: Models for Retirement Policy Analysis. The description and evaluation of each model in this report includes an assessment of its suitability to address several specific policy issues. This appendix describes the illustrative policy issues selected for this assessment.

Description: Transcript of a round table discussion on Housing in Retirement.

Description: This report provides a system-wide analysis of the expected contribution requirements for the U.S. single-employer defined benefit pension universe over the remainder of this decade.

Description: This presentation from the Actuarial Society of Greater New York's November 2011 meeting provides an overview of the Society of Actuaries' research on post-retirement needs and risks.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2003, and how it affects the management of their finances.

Description: This is the report on the findings of the January 2002 retirement risk survey. The purpose of the study was to evaluate American's awareness of possible financial risks and how this awareness impacts the management of their finances with respect to retirement.

Description: The project goals are: • Illustrate an analytical framework using stochastic forecasts and efficient frontiers for hypothetical retirees, for determining retirement income generators (RIGs) that could be offered in a DC retirement plan. • Determine the RIGS or combination of RIGs that could be considered optimal according to specified criteria. • Encourage plan participants, plan sponsors, and advisors to adopt a portfolio approach to developing retirement income strategies.