Description: This report presents the results of a 2003 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans’ awareness of potential financial risks, how this awareness impacts the management of their finances with respect to retirement and how Americans are managing the process of leaving the workforce.

Description: This is the Questionnaire used for the research study, 'Will Retirement Assets Last a Lifetime?'. That study, sponsored by the Society of Actuaries Committee on Post Retirement Needs and Risks, LIMRA, and the International Foundation for Retirement Education, surveyed approximately 1,500 retirees with $100,000 or more of investable financial assets. The survey questions explored how retirees make decisions about investing their assets and purchasing financial products

Description: One of the significant changes for Baby Boomers approaching retirement has been the increased responsibility placed on individuals to make more decisions and take additional personal responsibility for their retirement planning. At the 2008 Society of Actuaries Annual Meeting, the authors presented a session focused on key decisions that individuals must make as they plan for retirement. This article summarizes the presentation at that session from two perspectives: that of an actuary, and that of a financial planner/wealth manager.

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

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: 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 Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: The Society of Actuaries and Financial Finesse are creating a series of briefs focused on retirement literacy issues.

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

Description: The goal of this paper is to help financial professionals and plan sponsors recognize that retirement planning is being influenced by new factors and suggests ways they can readjust retirement planning strategies.