Description: September issue of PSN

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to economic and financial issues.

Description: This is a transcript of a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable is to discuss a model of personal investing known as the Life–Cycle Model of Investing and Saving. This model is concerned with how individuals can find ways to smooth their consumption so that they have a roughly similar standard of living across different periods of time. This roundtable discussion was the catalyst for the article, 'Perspectives on Retirement Planning and Consumption' written by Steven S. Siegel for the October/November 2007 Actuary magazine.

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: The purpose of the latest in this series, the 2005 Risks and Process of Retirement Survey, is to evaluate Americans’ awareness of such risks, how their awareness has changed since 2003, and how it affects the way they manage their finances. This report focuses on attitudes toward longevity specifically in the context of planning for and managing the financial risk of outliving assets in retirement, and relates the public’s understanding of these issues to other studies. Three other reports cover in greater depth the process of retirement, other post-retirement risks, and retirement issues of special concern to women. The 2001, 2003 and 2005 studies separately analyzed current retirees and those not yet retired, referred to in these reports as ‘pre-retirees.’

Description: Recently completed experience and research studies from the SOA.

Description: Symposium session on Emerging Definitions of Retirement.

Description: The summary provides an overview of the report, written by the Project Oversight Group.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to personal risk management strategies and the process of planning for retirement.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, with additional sources for commentary.