Description: This report highlights findings from the 2011 Retirement Risks Survey related to working in retirement, with additional sources for commentary.

Description: The authors analyze the impact of the market downturn in 2008 on investors nearing retirement. The analysis finds that these investors are likely to delay retirement to recover. From the 2011 Enterprise Risk Management Symposium, March 2011.

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

Description: This session discusses the results of recent studies, one sponsored the Society of Actuaries, conducted by Mathew Greenwald & Associates and the Employee Benefits Research Institute EBRI and another conducted by Life Insurance Marketing and Research Asssociation LIMRA, focusing on public knowledge and attitudes with regard to post-retirement risks. From the Record of the Society of Actuaries, Volume 28, No. 3, Session 9pd.

Description: This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security.

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

Description: This paper presents a multi-state stochastic model for analyzing continuing care retirement community CCRC populations. The model considers CCRCs with a number of independent living units and a skilled nursing facility. Residents may transfer temporarily or permanently to this facility. It is assumed that units vacated by deaths, withdrawals or permanent transfers are immediately occupied by new residents. Transfers are modeled using a time-homogeneous Markov process. The paper provides some probabilistic results and some numerical results obtained using this model. Some important generalizations of the model are also briefly discussed.

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

Description: This research provides a literature review on the topic of post-retirement financial strategies from the perspective of an individual who is approaching retirement age. The body of knowledge surveyed is the post-retirement financial strategies literature that is related to the risks of longevity, inflation, and investment. The literature sources are both academic and practitioner-focused. The end product is a documentation of and commentary on the state-of-the-art in the post-retirement financial strategies area. The intended audience is retirement professionals, and others, who need to be well informed about the current state of post-retirement financial strategies, as reported in the literature.