Description: This article discusses the agenda of the Retirement Needs Framework Conference to be held on Dec. 10-11, 1998 in Orlando, FL. The conference is intended for employee benefit managers and consultants, policy analysts, financial planners, product designers at insurers, mutual funds and banks offering products to help finance retirement, academics, and any professional interested in the issues surrounding retirement costs.

Description: Email discussion that took place prior to the Housing in Retirement Round Table.

Description: The Society of Actuaries SOA developed the ‘Risks and Process of Retirement Survey Report’ to help identify retirement risks and raise awareness of approaches to manage those risks. The survey analyzes the leading retirement risks of men and women, ages 45 to 80, who are either retired or still in the workforce. This document provides a summary of the results and provides information on how to obtain the Survey Report’s summary or a full report.

Description: The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.

Description: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.

Description: This report presents the results of a telephone study among Americans aged 45 to 80.

Description: Summary of a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to retirement concerns unique to women.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.

Description: Column describes results of retirement needs survey and summarizes upcoming or new educational opportunities and highlights actuaries in the news.