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

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: This report provides key findings from the 2003 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2001, and how it affects the management of their finances.

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

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: 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: 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.