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

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 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 report provides background on U.S. trends in the timing of retirement, the claiming of benefits behavior, including discussion of labor force participation trends, the timing of commencement of Social Security, phased retirement alternatives, work as part of retirement, and the effects of retirement plan participation on these decisions. This study evaluates several of the more common retirement timing and claiming strategies using a retirement simulation model that incorporates investment, inflation, health and long-term care risks. Results of these simulations provide insight into the comparative risk exposures and costs of various retirement timing and claiming strategies for typical retiree households.

Description: Presentation slides on a retirement risk survey and eight focus groups conducted in 2013 by Greenwald and Associates.

Description: This is a 4 part discussion about issues affecting small companies: 1. Marketing, 2. Electronic Data Processing, 3. Forecasting and control of operating results, and 4. Income and Expense Allocation. From Transactions of Society of Actuaries 1964, Vol. 16 Pt. 2

Description: Presentation given to the Chicago Actuarial Association in October 2015 on the activities of the Committee on Post Retirement Needs and Risks.

Description: The purpose of this paper was to examine the job and compensation of the ordinary life insurance agent in relation to commissions and expense regulation and to examine how well the industry responds to customer needs, and consider how the system might be changed. The paper establishes some criteria for evaluating appropriateness of systems of both agent compensation and expense regulation. The paper is followed by submitted discussion papers

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.