Description: Report highlighting SOA research about the role of family in retirement security.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: This article reviews key findings from the research done by the SOA on Financial Perspectives on Aging and Retirement Across the Generations with a special focus on the impact for millennials and how employers are responding

Description: This report summarizes thoughts and questions raised during the conversation focused on the possible impact of COVID-19 on senior housing and related decisions that retirees and their families may need to make.

Description: Papers: Does Living in a Retirement Village Extend Life Expectancy? The case of Whiteley Village in the UK. – Les Mayhew, Ben Rickayzen and David Smith, Ph.D. – City University, London Health and Social Care Analysis Regarding the State of Canadian Women Living in the Alone Stage of Retirement – Douglas Andrews, FSA, FCIA, Ph.D.; Lori Curtis, Ph.D. – University of Waterloo

Description: The prospects of longer retirement durations driven by the continued improvement in mortality, changes in social insurance “normal” retirement ages, and/or socio-economic factors, have made several decisions about retirement more important.

Description: This article focuses on the period between full-time work and complete exit from the labor force. It is a write of 2019 annual meeting session. It provides some overview of labor market data and employer issues for people nearing and entering retirement. It discusses employer issues with regard to keeping employees longer and phased retirement. It provides some overview of societal issues. It discusses the value and importance of longer work. Note that the article precedes and does not reflect the challenges of the COVID-19 outbreak.

Description: Essay submission on impact of COVID-19 on Senior Housing and Support.

Description: Feature article discussing various research programs centered on retirement needs.

Description: The age 85+ population will continue to grow as a percentage of the population and this is the age where people need the most help. The Society of Actuaries has conducted a series of three studies to help understand the real situation of middle-class Americans and Canadians age 85 and over. The three studies are in-depth interviews with individuals and their children, a telephone survey of individuals and an online survey of children familiar with the situation of parents age 85 and over. In addition, the SOA has conducted an online discussion on cognitive decline, and two discussions among experts. A consolidated SOA report brings all of this work together. The presenters also have some personal experience. In this panel, the presenters will share insights into how people do at ages 85 and how things change over the period of retirement. Actual experiences do not always fit what experts predict. The findings include understanding the finances and needs of retirees, the kind of help needed and what the age over 85 population receive from family, professional caregivers, and advisors. It will also focus on needs for support, the challenges faced by those aging alone and decisions around housing. It will also include some discussion of intergenerational relationships and the impact of caregiving.