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  • Key Findings and Issues-Longevity
    Key Findings and Issues-Longevity This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary. Longevity; Longevity risk; ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2005 Risks and Process of Retirement Survey
    2005 Risks and Process of Retirement Survey This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' ...

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    • Authors: Application Administrator, Mathew Greenwald
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks
  • Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
    Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity This report provides a framework of analyses and methods that can be use to compare and assess strategies for ...

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    • Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • research-2014-retire-survey-findings
    research-2014-retire-survey-findings This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to retirement risks. It uses quotations from ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • The Financial Impact of Student Debt on Working and Retired Americans
    The Financial Impact of Student Debt on Working and Retired Americans The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential ...

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    • Authors: Society of Actuaries
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups
    The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups This is a report examining the decision process to retire and views on managing assets after ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?
    Summary Report: Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much? Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How ...

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    • Authors: Society of Actuaries
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report
    Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report The objective of the Phase I research effort was to further the Committee’s work by ...

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    • Authors: Noel Abkemeier
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • Retirement Planning Software
    Retirement Planning Software This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend ...

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    • Authors: Eric Sondergeld, Matt Drinkwater, Robert S Chamerda, Daniel G Landsberg, Mary-Beth Selby
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks; Technology & Applications>Software
  • Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006
    Key Findings and Issues: The Impact of Retirement Risk on Women - 2005 Risks and Process Retirement Survey Report, August 2006 This report provides key findings from the 2005 Risks and Process of ...

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    • Authors: Society of Actuaries
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography>Gender factors; Pensions & Retirement>Retirement risks