Description: Fact sheet about the monograph on Managing the Impact of Long-Term Care Needs and Expenses on Retirement Security.

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 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September 2020. This article summarizes some key points from the testimony and also offers ideas for how employers can help employees and retirees deal with these issues. There are two different audiences that employers deal with as a result of diminished capacity – the individuals whose capacity is diminished, and those who help them.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: Feature article providing an update on the Committee on Post-Retirement Needs and Risks as of March 2019, including information on the Aging and Retirement Strategic Research Program.

Description: This paper suggests a possible framework for the mandatory annuitization of U.S. retirement savings, considers the experience of other countries and analyzes the advantages and disadvantages of mandatory annuitization.

Description: This report provides a framework of analyses and methods that can be use to compare and assess strategies for developing lifetime retirement income.

Description: Open Architecture retirement advice for average Americans is still in the future; business model biases across all industry business silos may impact SPIA sales

Description: This research report summarizes current research on retirement adequacy and compares different measures.