Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

Description: Description of focus group research conducted in 2013 by the Committee on Post-Retirement Needs and Risks. The purpose of this study was to gain understanding of how people make decisions about when to retire and about managing financial risks in retirement. Eight focus groups of financially resource constrained retirees who had retired voluntarily were interviewed. The report offers many quotes from retirees and a chance to “give a face” to much of what we say about retirement.

Description: The abstract for a paper that focuses on when and how we retire.

Description: The is the abstract for a paper that discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.