Description: This is a summary of a multi-faceted research project focusing on how to help people better manage money when they no longer can. Article includes interviews with the three co-researchers. Research is focused on understanding when people need help and what actions will encourage them to make proper arrangements. Research includes focus on words and actions that lead to implementation of plans. The team is multi-disciplinary and the research included interviews with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries Aging and Retirement strategic research initiative.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

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: Transcript of a round table discussion on Housing in Retirement moderated by Anna Rappaport on September 28, 2009.

Description: This panel discussion was presented at the SOA's 1976 Spring Meeting in Washington D.C. The topic of discussion was Individual Life Products, current economics, inflation, the responsibility of the actuary, and guides to professional conduct.

Description: This paper looks at different ways to think about the economic relationships within the family and relate them to various ways of providing for retirement security within a Social Security and employer framework.

Description: This paper deals with the workplace and the financial security issues related to the employer-employee relationship. From The Old-Age Crisis - Actuarial Opportunities - The 1996 Bowles Symposium, M-RS99-1.

Description: Article from The Actuary, February 1972 – volume 6 - Issue 2 provides a recap of the Actuaries Club of New York meeting and the two panel discussions one on Consumerism and one on the Interest Adjusted Cost Method.

Description: The article provides information about my personal story of phased retirement and resources to help people plan their own.

Description: Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.