Description: This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus.

Description: This report series is being informed, in part, by online conversations of the listserv the SOA maintains for its Committee on Post-Retirement Needs and Risks, and the Aging and Retirement Strategic Research Program. The listserv is comprised of professionals involved in retirement security issues from a wide variety of disciplines and perspectives. This report summarizes thoughts and questions raised during the conversation focused on how COVID-19 impacts families and their role in retirement and economic security across generations.

Description: Are you interested in alternative investments and their role in professionally managed institutional portfolios? Join us for an engaging discussion that delves into the nature of alternative investments, the reasons behind their increased utilization, and the benefits and considerations of their use. Our speakers, representing both the insurance and pension sectors, will cover various asset classes and provide valuable insights.

Description: Discuss interaction between defined benefit (DB) plans and defined contribution (DC) plans. Hear more about the impact of DB plans on DC plan design and vice versa. Learn about the differences in DB and DC plan governance and cross-over opportunities between these plan solutions.

Description: This article provides a perspective on the SOA’s Aging and Retirement research reports, and on the types of research that are included. The SOA does a lot of research on different retirement topics, and many people are not aware of the scope of this work. This article offers an overview of the big picture as we think about the future. The article describes longer-term challenges to the US retirement system and recent developments that have affected the system and created uncertainty. It provides an overview of what individuals have said about retirement and their view of post-retirement risks and planning in a variety of consumer research studies. It then reviews some of the research and provides information on summary reports which provide insight on the findings from multiple related research reports. It also provides information about consumer education and what is currently available and in process. It then focuses on how the SOA is helping retirement professionals understand current and expected change and discusses areas of uncertainty as we help those we serve deal with change.

Description: An interview with Anna Rappaport who discusses her life and actuarial career.

Description: Feature article discussing how much money an individual needs to retire comfortably.

Description: This report pulls together various findings on caregiving research from the 2017 Risks and Process in Retirement Survey as well as other SOA research.

Description: Introduction to the 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: Provides data including a special survey of elder orphans, lays out issues and offers ideas for solutions. Describes types of need for health care support.