Description: Column describes results of retirement needs survey and summarizes upcoming or new educational opportunities and highlights actuaries in the news.

Description: The SOA’s Committee on Post Retirement Needs and Risks is issuing this request for proposals to study how individuals make retirement decisions. The Committee seeks to better understand retirement decision-making, what and when steps are completed, how finances and other factors are considered and how successful retirees are in their retirement years.

Description: The Society of Actuaries (SOA) and Stanford Center on Longevity released a report exploring the feasibility of implementing the “Spend Safely in Retirement Strategy.

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: Infographic pdf highlighting key findings from an SOA online survey

Description: The purpose of the latest in this series, the 2005 Risks and Process of Retirement Survey, is to evaluate Americans’ awareness of such risks, how their awareness has changed since 2003, and how it affects the way they manage their finances. This report focuses on attitudes toward longevity specifically in the context of planning for and managing the financial risk of outliving assets in retirement, and relates the public’s understanding of these issues to other studies. Three other reports cover in greater depth the process of retirement, other post-retirement risks, and retirement issues of special concern to women. The 2001, 2003 and 2005 studies separately analyzed current retirees and those not yet retired, referred to in these reports as ‘pre-retirees.’

Description: This is a transcript of a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable is to discuss a model of personal investing known as the Life–Cycle Model of Investing and Saving. This model is concerned with how individuals can find ways to smooth their consumption so that they have a roughly similar standard of living across different periods of time. This roundtable discussion was the catalyst for the article, 'Perspectives on Retirement Planning and Consumption' written by Steven S. Siegel for the October/November 2007 Actuary magazine.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to economic and financial issues.

Description: 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. The Retirement Planning Tools brief provides a resource for better understanding retirement tools.

Description: The summary provides an overview of the report, written by the Project Oversight Group.