Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to personal risk management strategies and the process of planning for retirement.

Description: Symposium session on Emerging Definitions of Retirement.

Description: This issue brief focuses on the importance of analyzing the pros and cons of taking a lump sum or monthly annuity payments upon retirement from the workforce.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to what people mean by retirement and how they retire. It also examines the significance of potential labor shortages and the possibility of people working longer.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, “The Impact of Diminishing Wealth on Future Consumption: How Housing Wealth Affects Retirement Planning.” The goal of the paper is to help financial professionals and plan sponsors recognize that retirement planning is being influenced by new factors and suggests ways they can readjust retirement planning strategies. The discussant has additional suggestions for financial professionals.

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

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

Description: This document summarizes the many potential hazards individuals may face during retirement. It is designed to serve as a complement to other retirement planning resources.

Description: 2007 Risks and Process of Retirement Survey Report - Understanding and Managing the Risks of Retirement

Description: This study, produced by the MetLife Mature Market Institute in partnership with the Society of Actuaries, demonstrates that family type is an important consideration in financial and retirement planning. This tip sheet, based on the study findings, provides areas that are important for all family types to consider, followed by additional considerations based on specific family types.