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  • Improving Retirement Outcomes: Timing, Phasing and Benefit Claiming Choices
    Improving Retirement Outcomes: Timing, Phasing and Benefit Claiming Choices This report provides background on U.S. trends in the timing of retirement, the claiming of benefits behavior, ...

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    • Authors: Anna M Rappaport, Vickie Bajtelsmit, LeAndra Yasuyo Foster
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Spending Decisions in Long Term Retirees Brief
    Spending Decisions in Long Term Retirees Brief Summary/Project at a Glance of Spending Decisions in Long Term Retirees Study Retirement planning;Retirement Income;Financial Planning 6442472855 11 ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Process of Retirement - Key Findings and Issues
    Process of Retirement - Key Findings and Issues As the retirement system has shifted to a greater focus on defined contribution plans and personal responsibility, post-reitrement risk management ...

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    • Authors: Society of Actuaries
    • Date: Feb 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks
  • Retirement Planning Software and Post-Retirement Risks
    Retirement Planning Software and Post-Retirement Risks With the decline in traditional defined benefit plans, cutbacks in Social Security already legislated, and further ones possibly needed to ...

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    • Authors: Hazel Witte, John A Turner
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • 2017 Risks and Process of Retirement: Housing in Retirement
    2017 Risks and Process of Retirement: Housing in Retirement The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old Fast Facts
    Post-Retirement Experiences of Individuals 85+ Years Old Fast Facts Fact sheet about surveys of individuals 85+ years old and children of individuals 85+ years old looking at post-retirement ...

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    • Authors: Society of Actuaries
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Report of Findings
    2015 Risks and Process of Retirement Survey – Report of Findings 2015 Risks and Process of Retirement Survey – Report of Findings Retirement planning;Retirement Income;Financial planning ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Working in Retirement
    Key Findings and Issues-Working in Retirement This report highlights findings from the 2011 Retirement Risks Survey related to working in retirement, with additional sources for commentary.

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    • Authors: Society of Actuaries
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Questionnaire - Will Retirement Assets Last a Lifetime?
    Questionnaire - Will Retirement Assets Last a Lifetime? This is the Questionnaire used for the research study, 'Will Retirement Assets Last a Lifetime?'. That study, sponsored by the ...

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    • Authors: Sally Bryck
    • Date: Mar 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2003 Risks and Process of Retirement Survey
    2003 Risks and Process of Retirement Survey This report presents the results of a 2003 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans’ awareness ...

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    • Authors: Application Administrator
    • Date: Jan 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks