Description: This report presents the results of a telephone survey among Americans aged 45 to 80 conducted by Mathew Greenwald & Associates, Inc., and the Employee Benefit Research Institute EBRI on behalf of the Society of Actuaries. The purpose of the study was to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement, and how Americans are managing the process of leaving the workforce.

Description: The summary provides an overview of the report, written by the Project Oversight Group.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to personal risk management strategies and the process of planning for retirement.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, with additional sources for commentary.

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to what people mean by retirement and how they retire. It also examines the significance of potential labor shortages and the possibility of people working longer.

Description: Report highlighting SOA research about the role of family in retirement security.

Description: This document provides key findings from the 2007 Risks and Process of Retirement Survey related to how respondents conceive retirement and how they retire.

Description: This issue brief focuses on the importance of analyzing the pros and cons of taking a lump sum or monthly annuity payments upon retirement from the workforce.

Description: The Society of Actuaries and Financial Finesse are creating a series of briefs focused on retirement literacy issues.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.