Description: This is a summary of a multi-faceted research project focusing on how to help people better manage money when they no longer can. Article includes interviews with the three co-researchers. Research is focused on understanding when people need help and what actions will encourage them to make proper arrangements. Research includes focus on words and actions that lead to implementation of plans. The team is multi-disciplinary and the research included interviews with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries Aging and Retirement strategic research initiative.

Description: This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping consumers more effectively understand and consider them.

Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

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.