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

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

Description: This article summarizes a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable was to discuss a model of personal investing known as the Life–Cycle Model of Investing and Saving. This model is concerned with how individuals can find ways to smooth their consumption so that they have a roughly similar standard of living across different periods of time.

Description: A list of SOA recently published retirement risk research reports

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: Understanding how life expectancy can impact retirement planning is an important aspect of preparing for a happy, healthy, and well-funded retirement. To provide information and insights on longevity, the SOA has launched its Age Wise series of infographics.

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.