Description: Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”. The tool and the essay are part of the Products, Tools and Strategies that Address Retirement Risks Essay Collection.

Description: The SOA is pleased to make available the full report and an overview report highlighting findings for the biennial survey, Risks and Process of Retirement.

Description: The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on predictions of financial security at different life stages.

Description: This report provides key findings from the 2003 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2001, and how it affects the management of their finances.

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

Description: Summary/Project at a Glance of Challenges and Strategies for Financing an Increasingly Long Life

Description: The Society of Actuaries SOA developed the ‘Risks and Process of Retirement Survey Report’ to help identify retirement risks and raise awareness of approaches to manage those risks. The survey analyzes the leading retirement risks of men and women, ages 45 to 80, who are either retired or still in the workforce. This document provides a summary of the results and provides information on how to obtain the Survey Report’s summary or a full report.

Description: The research report focuses on the financial impact student debt can have on both working and retired Americans.

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

Description: The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on predictions of financial security at different life stages.