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 article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a hedge against one's retirement nest egg evaporating, leaving the retiree living check to check on a fixed income only. The article will be of interest to those involved in product development and design, sales and marketing, and payout annuities or guaranteed withdrawal benefits in general.

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

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: 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: 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: A research brief highlighting the challenges and issues related to work, retirement and retirement planning. The findings are from the biennial survey, Risks and Process of Retirement.

Description: A collection of essays in response to a call for essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning tools, products, and strategies to assist individuals, financial advisors, employers, and other stakeholders.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available a research brief highlighting retirees' income sources and pre-retirees' expected income sources.

Description: Material highlighting important findings for the biennial survey, Risks and Process of Retirement.