Description: SOA surveys public attitudes about post-retirement risk and its management every two years. This is 7th survey. Article provides highlights of 2013 survey, comments on longer term findings, and information about how to use results. Results are useful for those managing pension plans, developing products, helping individuals and also for policymakers. This issues are particularly important in situations where there are no defined benefit plans.

Description: One of the significant changes for Baby Boomers approaching retirement has been the increased responsibility placed on individuals to make more decisions and take additional personal responsibility for their retirement planning. At the 2008 Society of Actuaries Annual Meeting, the authors presented a session focused on key decisions that individuals must make as they plan for retirement. This article summarizes the presentation at that session from two perspectives: that of an actuary, and that of a financial planner/wealth manager.

Description: This handout supports the topics discussed in Session 6A at the 2023 Living to 100 Symposium. It focuses on the major topics discussed in the session and includes information about where to find data and information as well as some examples.

Description: Feature article providing an update on the Committee on Post-Retirement Needs and Risks as of March 2019, including information on the Aging and Retirement Strategic Research Program.

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: Offers an overview of how family contributes to retirement security. Discusses transfers between generations, high-age issues, divorce, what people expect and caregiving.

Description: The author discusses how to use personal social networks for career and life management.

Description: Provides highlights of the "How Americans Manage their Finances" study and relates results to other SOA research. Researcher for study is at University of Southern California and the SOA is partnering with the Social Security Administration.

Description: Interview with Blaine Aiken to learn about recent developments in fiduciary responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial advisors are subject to. These developments are linked to changes in the code of ethics that apply to CFPs.

Description: Andrew Vaughan served as Chair of the Defined Ambition working group in the United Kingdom. Their report summarized a variety of different approaches for different plan designs and provided insights into different ways to apply defined ambition concepts. The report was presented to Parliament. The article discusses the report and provides insights about its development.