Description: This study builds on the prior studies, Measures of Retirement Benefit Adequacy and Improving Retirement Outcomes: Timing, Phasing, and Benefit Claiming, with a specific focus on how longevity impacts household financial needs in retirement and which strategies can best address these financial strains. A major conclusion from this research is that the risk of living long should be more carefully incorporated in household retirement planning.

Description: This is a review of 'Restructuring Retirement Risks,' a collection of papers that examines retirement risks, edited by David Blitzstein, Olivia Mitchell, and Stephen Utkus. The papers, which are a must–read for serious students of retirement systems and a good introduction for those not as familiar with the issues, explore the stresses being placed on those systems and ever–increasing uncertainty as Baby Boomers begin to move into retirement.

Description: The SOA is pleased to make available the first report in a series highlighting the SOA's extensive boy of research on post-retirement risks and issues.

Description: Feature article describing the results of an SOA sponsored retirement survey. From The Actuary Magazine, April/May 2010 Vol 7 Issue 2

Description: This article presents the findings of an Urban Institute study sponsored by the Pension Section and the Actuarial Foundation examining the election of joint and survivor annuities by married adults. From Pension Section News, June 2004, Issue No. 55.

Description: Tom Toale discusses the importance of behavioral economics

Description: Argues that most retirees face multiple financial risks that need to be considered simultaneously so that limited resources can be applied in a manner that is rational and satisfying. A specific procedure for developing such an individualized risk strategy is described.

Description: This paper aims to present a systematic procedure for valuing group self annuitization GSA payouts in the presence of changing mortality. Presented at Managing Retirement Assets Symposium

Description: The is the abstract for a paper that discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: The work of the Society of Actuaries’ Committee on Post-Retirement Needs and Risks—including focus groups and Risks and Process of Retirement Surveys—offers important insights into when, how and why people retire.