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: 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 essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.

Description: An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.

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: Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”. The tool and the essay are part of the Products, Tools and Strategies that Address Retirement Risks Essay Collection.

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

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: 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.