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: The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.

Description: The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on predictions of financial security at different life stages.

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

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: This report presents the results of a telephone study among Americans aged 45 to 80.

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: Appendix of tables related to phased retirement.

Description: Recently completed research projects from the Society of Actuaries.