Description: This project aims to understand pension participants’ investment and withdrawal behaviors and provide guidance in pension plan design, using data from China

Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

Description: This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement experiences.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus.

Description: This webpage has links to materials that have been produced by the Society of Actuaries on aging and retirement issues with the goal of helping consumers more effectively understand and consider them.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: A comparison of recently used mortality assumptions among state-based and large-city public pension plans.

Description: Updated longitudinal study of metrics for measuring contribution adequacy at paying down unfunded liabilities in corporate DB pension plans in the U.S.

Description: Instructions for accessing the Understanding America Study (UAS) Comprehensive File. The SOA provided support for the creation of the file.