Description: This essay focuses on elements of success in a system linked to employment.

Description: This paper identifies and discusses 10 ways in which Americans lack a realistic understanding of retirement saving.

Description: This survey was conducted by the Society of Actuaries to uncover how the continuing rise in healthcare costs is affecting consumers’ retirement planning, particularly for pre-retirees ages 50-64. This fact sheet presents key findings.

Description: This document is intended for reporters and editors seeking information and thought leaders on how to clarify the complexities of retirement planning and the associated risks for the individual consumer. It provides tips and a summary of considerations and risks involved with transitioning into retirement, and includes bios for expert actuaries specializing in retirement, who are available for interviews or comment, and contact information for the Society.

Description: List of Tables. From Retirement Implications of Demographic and Family Change Symposium Monograph, M-RS02-2.

Description: This paper employs a static-component projection methodology as a first step in a more complex research agenda focusing on developing detailed population projections in which mortality, disability, and disease are represented as linked phenomena with changes in any one impacting the other two. From Retirement Needs Framework, M-RS00-1.

Description: Provides an overview of several EBRI studies on spending by older Americans and brings together with Society of Actuaries research on shocks in retirement.

Description: Column that provides an overview of section activities

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: Transcript of the Q&A period from Session 5A. The paper presented proposes a new method to price the longevity risk premia in order to tackle the pricing obstacle.