Description: The importance of financial wellness has been increasingly recognized in the last few years. More organizations are sponsoring programs to assist people in different stages of their life.

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

Description: A flyer that provides an overview of a report series that summarizes the SOA's work on Post-Retirement Risks.

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: This fifth 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. The goal was to meet two objectives: (1) identify retirement risks, and (2) how to better plan for and maintain a secure retirement.

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: 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: Fact sheet about the report series highlighting SOA research on post-retirement risks.