Description: This is a presentation by Society of Actuaries President, Anna M. Rappaport, at the 1998 Actuarial Research Conference. It is about the challenges facing actuaries and what the SOA is doing to help. From Actuarial Research Clearing House 1999 Vol. 1.

Description: On June 26, 2007, the U.S. Conference Board sponsored a webcast on phased retirement. There were several interesting aspects of the webcast and ensuing discussion including: 1. Polling results, 2. Case studies about how employers have implied phased retirement programs, including examples of how employees are moved from job to job as they entered phased retirement, and 3. Participation by a number of employers indicating their interest in the topic. This article focuses on the first two of these three elements.

Description: Papers: Does Living in a Retirement Village Extend Life Expectancy? The case of Whiteley Village in the UK. – Les Mayhew, Ben Rickayzen and David Smith, Ph.D. – City University, London Health and Social Care Analysis Regarding the State of Canadian Women Living in the Alone Stage of Retirement – Douglas Andrews, FSA, FCIA, Ph.D.; Lori Curtis, Ph.D. – University of Waterloo

Description: Full version of Pension Section News, February 1999, Issue No. 39.

Description: COVID-19 Retirement Essay

Description: The authors present the myriad of issues affecting an individuals retirement decision and highlight studies from Mercer and AARP. They find that Americans are increasingly creating their own personalized phased retirement programs in this evolving area of human resources management.

Description: In the Public Interest 2014 Issue 10 Interview with an Actuary in the Public Interest

Description: Provides an overview of several EBRI studies on spending by older Americans and brings together with Society of Actuaries research on shocks in retirement.

Description: This paper identifies important areas of post-retirement risk, with emphasis on advanced ages and on the perspective of the individual. It also includes public perceptions about post-retirement risk and information about the links of some plan features to post-retirement risk. From 2005 Living to 100 and Beyond Monograph, M-LI05-1.

Description: This report provides background on U.S. trends in the timing of retirement, the claiming of benefits behavior, including discussion of labor force participation trends, the timing of commencement of Social Security, phased retirement alternatives, work as part of retirement, and the effects of retirement plan participation on these decisions. This study evaluates several of the more common retirement timing and claiming strategies using a retirement simulation model that incorporates investment, inflation, health and long-term care risks. Results of these simulations provide insight into the comparative risk exposures and costs of various retirement timing and claiming strategies for typical retiree households.