Description: This report provides background on U.S. trends in the timing of retirement, the claiming of benefits behavior, including discussion of labor force participation trends, the timing of commencement of Social Security, phased retirement alternatives, work as part of retirement, and the effects of retirement plan participation on these decisions. This study evaluates several of the more common retirement timing and claiming strategies using a retirement simulation model that incorporates investment, inflation, health and long-term care risks. Results of these simulations provide insight into the comparative risk exposures and costs of various retirement timing and claiming strategies for typical retiree households.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary.

Description: This is the Phase II report of a two–phase effort. The Phase I report, released in March 2009, consists of defining relevant and actionable consumer segments among middle–income/mid–level net worth households. This Phase II report defines a basic approach that could lead to a set of answers or 'solutions' that address the retirement risks faced by each segment. A second objective of Phase II is to provide insight regarding the nature of the retirement risks faced by varying segments of consumers and suggestions for solutions that address those risks.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

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

Description: As the retirement system has shifted to a greater focus on defined contribution plans and personal responsibility, post-reitrement risk management has grown in importance. This report covers the study of the process of retirement.

Description: The SOA and the CIA are pleased to make available a research report assessing the impact of Canadian Pension Plan (CPP) enhancements.

Description: This report develops a financial fragility index to determine how fragile Americans are and also to explore characteristics of the financially fragile.

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 report presents the results of a 2005 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.