Description: Symposium overview. From Retirement Needs Framework, M-RS00-1.

Description: This paper discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: Presented at Living to 100 Symposium, January 2011. This paper focuses on the issues confronting employers as they seek to manage their talent in a country with an aging population. It focuses on the goals of employers and employees and examines patterns of work as the population ages.

Description: The abstract of paper The Future of Retirement - An Exploration and Comparison of Different Scenarios.

Description: The abstract for the paper Impact of Aging Populations, Part 2 - High Age Implications of Post-Retirement Risks

Description: Discussion among experts. From 2005 Living to 100 and Beyond Monograph, M-LI05-1.

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: Presentation slides on a retirement risk survey and eight focus groups conducted in 2013 by Greenwald and Associates.

Description: Highlights document related to the impact of retirement risk on women.

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.