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: The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential consequences of accumulating education debt for retirement security.

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

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to economic and financial issues.

Description: The research report focuses on the financial impact student debt can have on both working and retired Americans.

Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

Description: A fact sheet summarizing The Future of Retirement in China research material.

Description: The SOA is pleased to make available material from the Stanford Center on Longevity that focuses on predictions of financial security at different life stages.

Description: This is a transcript of a roundtable discussion moderated by Anna Rappaport. The purpose of the roundtable is to discuss a model of personal investing known as the Life–Cycle Model of Investing and Saving. This model is concerned with how individuals can find ways to smooth their consumption so that they have a roughly similar standard of living across different periods of time. This roundtable discussion was the catalyst for the article, 'Perspectives on Retirement Planning and Consumption' written by Steven S. Siegel for the October/November 2007 Actuary magazine.

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.