Description: This report provides an overview of selected key results from the 2019 Risks and Process of Retirement Survey.

Description: This essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: This article provides an overview of the relationship to COVID-19 to issues related to caregiving, family and long-term care, and related SOA research. The SOA has addressed these topics in several research reports not related to COVID-19 and in recent reports related to COVID-19. It is currently working on new projects to help people better address some of the issues. The article also includes some highlights of efforts by ASEC, the ERISA Advisory Council 2020 projects, and an educational program focused on these issues. It then focuses on a number of things that employers might do to be supportive in addressing these issues. The employer issues focus on employees, retirees and caregiving employers. In thinking about this, employers can focus on financial wellness programs, employee assistance programs, and prepaid legal programs. A list of topics to considered for educational offers is included.

Description: Presentation provided at the 55th Actuarial Research Conference Session on Retirement Risks: Pre and Post-COVID-19 - Findings from the 2019 Retirement Risk Survey

Description: In the past three years, the Society of Actuaries (SOA) compiled essay collections to address retirement issues. The 2018 call for essays expanded and complemented the discussion by identifying current and potential impacts that family structure, roles and dynamics have on retirement security in the United States. Family structure can, and in many instances does, play a significant role in retirement security worldwide, but this is often not recognized in retirement planning. The presenters will share several award-winning essays. Observations and highlights from the overall project will be shared, and ideas presented in related essays will be summarized.

Description: Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your family, your generation, your income and a host of other socioeconomic factors. The presenters will review the study, 'Financial Perspectives on Aging and Retirement Across the Generations' with an eye towards how these findings impact public policy, plan design for employers and financial planning for individuals and families.

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: As part of the 2019 Risks and Process or Retirement Survey, this report provides an overview of selected results, focusing on the social and emotional world of retirees by researching their adjustment to retirement and their happiness, loneliness and the social engagements in which they participate in retirement.

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: A collection of essays received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.