Description: Summary of a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.

Description: This report focuses on measuring retirement benefit adequacy in light of both expected and unexpected expenses in retirement and linking the measurement to the needs and objectives of different stakeholder groups.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to retirement concerns unique to women.

Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

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.

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

Description: Redefining retirement: shifting demographics, evolving job profiles, unpredictable economic markets and rising health care costs.

Description: This one page document summarizes the 11 issue briefs produced by The Committee on Post Retirement Needs and Risks. The briefs examine the major decisions encountered in retirement and tackle a variety of retirement decisions with practical considerations and advice.

Description: Presented at Living to 100 Symposium, January 2011. The U.S. retirement system has many defects that affect individuals’ ability to survive living to 100. This paper explores some of the problems that individuals face and recommends changes that could make the U.S. system work better.

Description: This software was developed as a pedagogical tool to help demonstrate the impact of a change in retirement income strategy on potential financial outcomes. A user can consider various strategies of longevity and asset performance risk transferal and observe the resulting changes on a range of modeled outcomes. The overall purpose is to provide an understanding of the trade–offs of risk and reward in retirement strategies. The software is not intended as a comprehensive retirement planning tool and should not be used, under any situation, for this purpose.