Description: View the 2021 Retirement Risk Survey Report of Findings.

Description: The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) are pleased to publish this essay collection on Aging and Retirement Issues in People of Different Races and Ethnicities. This effort explores how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and promotes a better understanding of the underlying issues surrounding the differences.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: What role do retirement accounts and insurance products play in wealth inequality pre- and post-bankruptcy in Washington, DC, in 2011?

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release a collection of essays addressing the impact of inflation on retirement and retirement-related issues.

Description: This study measures the share of married retirees with pension annuities who forgo survivor protection and examines the factors influencing their decisions. It also measures the share of retirees whose decisions to forgo survivor protection can be justified by its high costs or low benefits, such as the presence of other types of financial protection for the spouse, poor health of the spouse, and low income.

Description: This is a short story on the retirement income calculator.

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

Description: Women have different resources and experiences than men in retirement, partly due to demographic and life cycle differences and partly due to societal practices. This article reviews the differences, the situation 25 years ago, and then compares the situation 25 years ago to the situation today. Some of the big long lasting issues are differences in life spans and periods of disability, differences in pay, different shares of caregiving responsibility and differences of time out of the workplace. It finds some things that have improved, but other issues that existed 25 years ago have still not been addressed. New issues have arisen. The article draws on a presentation given at the 25th anniversary of the Women’s Institute for a Secure Retirement (WISER). It also focuses on the impact of COVID and the changes that have taken place in the workplace in the last few years. It provides insights into and discussions of the pros and cons of remote and hybrid work arrangements. It provides insights into issues that still need to be addressed.

Description: The SOA and American Academy of Actuaries announce updated financial planning tool for retirement.