Description: The SOA Research Institute has executed research for over twenty years on some repeating themes and topics. The reports build on each other and add content. This article summarizes and discusses a summary report on long-term care, caregiving and housing linked to long-term care and caregiving.

Description: This paper identifies important areas of post-retirement risk, with emphasis on advanced ages and on the perspective of the individual. It also includes public perceptions about post-retirement risk and information about the links of some plan features to post-retirement risk. From 2005 Living to 100 and Beyond Monograph, M-LI05-1.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: These are the Discussant Comments by Anna M. Rappaport for the Housing, Health and Social Support of the Elderly Session 4B of the January 13-15, 2020 Living to 100 Symposium in Orlando, Florida.

Description: Presented at June 2002 Spring Meeting. This symposium provides new insights and dialogue between diverse disciplines as professionals discuss the ways the aging population and changing family structures are changing retirement.

Description: This is a summary of a multi-faceted research project focusing on how to help people better manage money when they no longer can. Article includes interviews with the three co-researchers. Research is focused on understanding when people need help and what actions will encourage them to make proper arrangements. Research includes focus on words and actions that lead to implementation of plans. The team is multi-disciplinary and the research included interviews with experts and individuals, focus groups, and a survey. The research was sponsored by the Society of Actuaries Aging and Retirement strategic research initiative.

Description: This session from the 1976 SOA Fall Meeting is about the recent data collected by the American Council of Life Insurance, and recent data collected from a comprehensive study of the Social Security system. The panel discusses the current and future implications from this data for life insurance, pensions and financial security.

Description: Living to 100 symposia are held every three years and they offer a mix of technical content, leading edge speakers on biological and societal developments and implications for society of developments in mortality. They provide insight into areas of controversy. These are multi-disciplinary discussions. This article offers some highlights from the 2020 Living to 100 focused on retirement actuaries.

Description: The 2021 Society of Actuaries Generations Survey offers results by race and ethnicity. This article is an interview with Alan Newsome and shares the results of the survey as well as broader issues to understand the differences in retirement security by race and ethnicity. It documents that there are major differences, and that the COVID-19 pandemic affected different groups very differently. It also raises issues related to societal conditions.

Description: Discussant comments from the session on Retirement Factors and Stages at the January 15-18, 2023, 2023 Living to 100 Symposium in Orlando, Florida.