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: 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: Appendix of tables related to phased retirement.

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: Recently completed research projects from the Society of Actuaries.

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

Description: The SOA’s Committee on Post Retirement Needs and Risks is issuing this request for proposals to study how individuals make retirement decisions. The Committee seeks to better understand retirement decision-making, what and when steps are completed, how finances and other factors are considered and how successful retirees are in their retirement years.