Description: The papers in this monograph provide varied perspectives on many housing and retirement issues of concern to policymakers, financial planners, and homeowners, among others. This article provides key takeaways from the various papers. Additionally provided are suggestions for future work.

Description: Tom Toale discusses the importance of behavioral economics

Description: The work of the Society of Actuaries’ Committee on Post-Retirement Needs and Risks—including focus groups and Risks and Process of Retirement Surveys—offers important insights into when, how and why people retire.

Description: Infographic pdf highlighting key findings from an SOA online survey

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 one page document summarizes the 11 issue briefs produced by The Committee on Post Retirement Needs and Risks. The briefs examine the major decisions encountered in retirement and tackle a variety of retirement decisions with practical considerations and advice.

Description: The paper will focus on two broad areas, integration of insurance products with investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling and pricing for the longevity risk in the secondary market in insurance.

Description: The article presents a retiree's perspective and personal experiences & considerations in managing risks & challenges in retirement distribution.

Description: From the 2010 Long Term Care Think Tank Session, a summary on the activities and findings of the Committee on Post-Retirement Needs and Risks, which focuses on understanding and mechanisms to assist in the distribution phase of retirement, by developing middle market consumer profiles, managing post-retirement risks, surveys and studies.

Description: A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline.