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: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.

Description: Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew Peterson, plus other meeting content to focus on alternative views for the future of the pension system.

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: This article focuses on the family as part of the lifetime security safety net. It looks at several issues, research and seniors' expectations.

Description: The abstract of paper The Future of Retirement - An Exploration and Comparison of Different Scenarios.

Description: This paper sets forth challenges presented by an aging society with a focus on the situation of the individual and the implications for actuaries. From Retirement Needs Framework, M-RS00-1.