Description: 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 of potential financial risks, how this awareness impacts the management of their finances with respect to retirement and how Americans are managing the process of leaving the workforce.

Description: This issue wraps up the publication of essays to explore solutions available to address risks in retirement and focus on risks in a DC environment.

Description: This presentation from the 1998 Actuarial Research Conference is about about retirement plans in the late 1990's. From Actuarial Research Clearing House 1999, Vol. 1.

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: The SOA is pleased to make available the full report and an overview report highlighting findings for the biennial survey, Risks and Process of Retirement.

Description: This session looks at the many software packages available to help plan for retirement. Each of these includes some model of post-retirement needs. From the Record of the Society of Actuaries, Volume 27, No. 3, Session 148PD.

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

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