Description: Summary/Project at a Glance of Challenges and Strategies for Financing an Increasingly Long Life

Description: This report provides key findings from the 2003 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2001, and how it affects the management of their finances.

Description: The research report focuses on the financial impact student debt can have on both working and retired Americans.

Description: The Society of Actuaries and Financial Finesse are creating a series of briefs focused on retirement literacy issues.

Description: Email discussion that took place prior to the Housing in Retirement Round Table.

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

Description: This research provides a literature review on the topic of post-retirement financial strategies from the perspective of an individual who is approaching retirement age. The body of knowledge surveyed is the post-retirement financial strategies literature that is related to the risks of longevity, inflation, and investment. The literature sources are both academic and practitioner-focused. The end product is a documentation of and commentary on the state-of-the-art in the post-retirement financial strategies area. The intended audience is retirement professionals, and others, who need to be well informed about the current state of post-retirement financial strategies, as reported in the literature.

Description: This report focuses on measuring retirement benefit adequacy in light of both expected and unexpected expenses in retirement and linking the measurement to the needs and objectives of different stakeholder groups.

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.