Description: The purpose of the latest in this series, the 2005 Risks and Process of Retirement Survey, is to evaluate Americans’ awareness of such risks, how their awareness has changed since 2003, and how it affects the way they manage their finances. This report focuses on attitudes toward longevity specifically in the context of planning for and managing the financial risk of outliving assets in retirement, and relates the public’s understanding of these issues to other studies. Three other reports cover in greater depth the process of retirement, other post-retirement risks, and retirement issues of special concern to women. The 2001, 2003 and 2005 studies separately analyzed current retirees and those not yet retired, referred to in these reports as ‘pre-retirees.’

Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.

Description: This report presents the results of a telephone survey among Americans aged 45 to 80 conducted by Mathew Greenwald & Associates, Inc., and the Employee Benefit Research Institute EBRI on behalf of the Society of Actuaries. The purpose of the study was to evaluate Americans’ awareness of potential financial risks in retirement, 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: The SOA's Aging & Retirement Strategic Research Program and Financial Finesse are pleased to make available a series of briefs focused on retirement literacy issues. The Retirement Planning Tools brief provides a resource for better understanding retirement tools.

Description: The summary provides an overview of the report, written by the Project Oversight Group.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to personal risk management strategies and the process of planning for retirement.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, with additional sources for commentary.

Description: Compilation of the answers gathered through the survey, Will Retirement Assets Last a Lifetime?

Description: This research report on retirement risks and solutions for the middle market was presented in a webcast by the Retirement Income Industry Association. The market was identified, profiled and risk assessed. Then the needs and challenges were assessed and solutions were were offered.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to personal risk management strategies and the process of planning for retirement.