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  • 2017 Retirement Risk Survey
    2017 Retirement Risk Survey The Society of Actuaries’ Post Retirement Needs and Risks Committee has made available the full report ... Risks and Process of Retirement. 6442484809 1/17/2018 12:00:00 AM ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2018
  • Posted Questionnaire and Results
    Posted ... ................................................ 17 6. Are you currently…? Total (n=2,001) ... 8% 15 14 63 b. Saving for retirement 30% 30 23 17 c. Building up an emergency fund 19% 34 32 16 ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
  • Financial Perspectives on Aging and Retirement Across the Generations
    Silent Generation. The survey was conducted from July 17 through July 27, 2018. Percentages in the tables ... Optimistic Male Female 29% 21% 18% 8% 7% 51% 37% 24% 17% 15% Millennials Gen X Late Boomers Young Boomers ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Perspectives on Aging and Retirement Across the Generations
    Employed: 46%  Retired: 32% Unemployed: 7% Employed: 17%  Retired: 80% Unemployed: 1% Employed: 7%  Retired: 90% ... 13% 38% 28% 22% 17% 17% 19% 18% 22% 23% 24% 6% 15% 14% 12% 9% 12% 17% 26% 32% 37% Millennials ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Difficulty in Gaining Financial Security for Millennials
    Difficulty ... 22% Two or more children 69% None 14% One child 17% Two or more children 47% None 25% One child ... 47% 37% 12% 74% 21% 2% 79% 17% 2% 84% 15% <0.5% 79% 17% 1% Live in a home you own Rent ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Housing in Retirement
    Own Home, No Mortgage (n=497) A 75% BC 7 17 Own Home, with Mortgage (n=311) B 66% C 12 12 ... retirees). Additionally, about two in 10 pre-retirees (17%) and retirees (20%) said they are renting. As ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement:Key Findings &amp; Issues
    to leave money to your children or other heirs 17% 13% 14% ///////////////////////////23% 40% /// ... not be able to stay in your home as you age1 17% 15% 17% ////////////////////////////////////////35% ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Report of Findings
    ................................................ 17 SURVEY FINDINGS .............................. ... .................................... 38 Figure 17: Expected Financial Consequences of Death of Respondent ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    2015 ... 10+ years longer 20% 21% 14% 21% 9% 8% 6% 17% 20% 18% 22% 9% 8% 6% 99 FINDINGS ON LONGEST-LIVING ... years 90+ years Not sure/Don’t know 4% 4% 11% 17% 55% 8% 5% 4% 14% 16% 57 % 5% n Pre-retirees ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient
    CAREGIVING AND INTERGENERATIONAL CARE SUPPORT 17 Chart 3: Likelihood to Provide Care in the Future ... caregiving during retirement 7% 27% 44% 22% 33% 4% 17% 49% 29% 21% Retirees (n=438) Retirees Widows ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
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