Description: As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to opening up more options for exit from the labor force and gradual retirement. It reviews developments in the last few years that are important including the growth of gig employment, more remote work, more technology, workforce shortages, and changes in employee benefits that previously were a barrier to gradual retirement. It calls for more focus on adaption to the aging society. Several publications are cited and it includes a reference list.

Description: Article suggests future steps with regard to this project and provides information on where to get the essays.

Description: Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: Provides anecdotal information on management of finances for people over age 85. Include quotes from an expert discussion.

Description: Interviews with several people about Living to 100 meant for them and their specialty. Includes financial planner, regulator, health and aging/community focus.

Description: Anna Rappaport's review of the book, Cyberbug, by Michael Cowell The story follows an imaginary actuary and his family into the 21st century and tells how the dramatic changes around them alter their lives.

Description: This April 2008 webcast, titled 'Understanding Changes During Retirement: Results of Two Studies' discussed the Society of Actuaries' 2007 Risks and Process of Retirement Survey and the Urban Institutes' Study on how older Americans spend their time. Additional references on 'What People Do' and other data sources are provided.

Description: The SOA is pleased to make available the first report in a series highlighting the SOA's extensive boy of research on post-retirement risks and issues.

Description: This paper provides an overview of the employee benefit package, provides data and discusses issues with regard to cost variation, and shows how this data can be combined to provide an understanding of the variation for different employee benefit packages.