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: This article introduces the Retirement Probability Analyzer Software. From Pension Section News, January 2005, Issue No. 57.

Description: This study extends provides insights into how married and partnered couples in five generations compare and contrast to single individuals on retirement issues.

Description: This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement experiences.

Description: This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on that money to maintain their lifestyles because they do not have sufficient amounts of annuitized income from Social Security and defined benefit plans to meet all of their expenses. The purpose of the focus groups was to gain an understanding of how current retirees approach key financial decisions about managing their money in retirement. The benefits of this qualitative study are multidisciplinary. It can help: 1. actuaries design better retirement financial systems, 2. the financial services industry understand areas of misperception and causes of poor management, and 3. provide policy-makers an understanding of how to drive public policy goals.

Description: The objective of the Phase I research effort was to further the Committee’s work by defining relevant and actionable consumer segments among middle-income / mid-level net worth households. This report updates the Phase 1 analysis using data through 2010.