Description: This report focuses on measuring retirement benefit adequacy in light of both expected and unexpected expenses in retirement and linking the measurement to the needs and objectives of different stakeholder groups.

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to retirement concerns unique to women.

Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

Description: This research provides a literature review on the topic of post-retirement financial strategies from the perspective of an individual who is approaching retirement age. The body of knowledge surveyed is the post-retirement financial strategies literature that is related to the risks of longevity, inflation, and investment. The literature sources are both academic and practitioner-focused. The end product is a documentation of and commentary on the state-of-the-art in the post-retirement financial strategies area. The intended audience is retirement professionals, and others, who need to be well informed about the current state of post-retirement financial strategies, as reported in the literature.

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.

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.

Description: This article focuses on retirement planning and knowledge and how the SOA Research Institute has added to our understanding of what consumers know and how they plan. It is the first of a series that offer insight into where consumers are today, identifies gaps in understanding, planning and managing retirement issues, helps us understand how consumers act at various life stages, highlights consumer information collected by the SOA Research Institute and provides some recommendations for working with different stakeholders to improve retirement planning. This article identifies the components of the research and how they fit together and provides a summary of major findings with regard to gaps in knowledge and planning. The research includes focus groups and in-depth interview, consumer surveys, a conjoint study, a study of future issues by Futurists, and more.

Description: Redefining retirement: shifting demographics, evolving job profiles, unpredictable economic markets and rising health care costs.

Description: Column describes results of retirement needs survey and summarizes upcoming or new educational opportunities and highlights actuaries in the news.

Description: Presented at Living to 100 Symposium, January 2011. The U.S. retirement system has many defects that affect individuals’ ability to survive living to 100. This paper explores some of the problems that individuals face and recommends changes that could make the U.S. system work better.