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

Description: From the 2010 Long Term Care Think Tank Session, a summary on the activities and findings of the Committee on Post-Retirement Needs and Risks, which focuses on understanding and mechanisms to assist in the distribution phase of retirement, by developing middle market consumer profiles, managing post-retirement risks, surveys and studies.

Description: To help the next generations to retire with financial security, financial services companies, employers, and financial advisors must do more. There are two paths to doing more: providing programs that work without individuals making choices on their own, and providing more education and encouragement. This paper is an attempt to move these efforts forward by presenting ideas for what consumers, employers, financial professionals, financial services companies, and government should do to help deal with the ongoing retirement challenges.

Description: Post-Retirement Experiences of Individuals Retired for 15 Years or More

Description: This paper discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2003, and how it affects the management of their finances.

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

Description: This research report on retirement risks and solutions for the middle market was presented in a webcast by the Retirement Income Industry Association. The market was identified, profiled and risk assessed. Then the needs and challenges were assessed and solutions were were offered.

Description: Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the liquidation of the endowment.

Description: The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of Retirement.