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  • Key Findings and Issues: The Impact of the Economy on Retirement Risks
    Key Findings and Issues: The Impact of the Economy on Retirement Risks This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to ...

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    • Authors: Society of Actuaries
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Tools
    Retirement Planning Tools The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues.

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Improving Retirement Outcomes: Report Summary
    Improving Retirement Outcomes: Report Summary The summary provides an overview of the report, written by the Project Oversight Group. Retirement plans;Retirement planning;Retirement income ...

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    • Authors: Society of Actuaries
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Process of Planning and Personal Risk Management
    Key Findings and Issues - Process of Planning and Personal Risk Management This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate ...

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    • Authors: Society of Actuaries, Mathew Greenwald
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
    Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, ...

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    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Technical Supplement - Will Retirement Assets Last a Lifetime?
    Technical Supplement - Will Retirement Assets Last a Lifetime? Compilation of the answers gathered through the survey, Will Retirement Assets Last a Lifetime? Asset management;Financial planning; ...

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    • Authors: Society of Actuaries, Sally Bryck, Application Administrator
    • Date: Mar 2009
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Process of Planning and Personal Risk Management
    Key Findings and Issues - Process of Planning and Personal Risk Management This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate ...

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    • Authors: Society of Actuaries
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Lump Sum or Monthly Pension: Which to Take? Issue Brief
    Lump Sum or Monthly Pension: Which to Take? Issue Brief This issue brief focuses on the importance of analyzing the pros and cons of taking a lump sum or monthly annuity payments upon retirement ...

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    • Authors: Society of Actuaries
    • Date: Jun 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues: Phased Retirement and Planning for the Unexpected - 2005 Risks and Process of Retirement Survey Report
    Key Findings and Issues: Phased Retirement and Planning for the Unexpected - 2005 Risks and Process of Retirement Survey Report This report provides key findings from the 2005 Risks and Process ...

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    • Authors: Society of Actuaries
    • Date: Apr 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Managing Post-Retirement Risks - A Guide to Retirement Planning
    Managing Post-Retirement Risks - A Guide to Retirement Planning This document summarizes the many potential hazards individuals may face during retirement. It is designed to serve as a ...

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    • Authors: Society of Actuaries
    • Date: Oct 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks