Description: Summary/Project at a Glance of Challenges and Strategies for Financing an Increasingly Long Life

Description: This report provides key findings from the 2005 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2003, and how it affects the management of their finances.

Description: This report provides key findings from the 2003 Risks and Process of Retirement Survey related to Americans' awareness of retirement risk, how their awareness has changed since the previous study performed in 2001, and how it affects the management of their finances.

Description: Excel tool to accompany the essay by Max Rudolph called, “Take Ownership of Your Retirement Process: Oversight Tool to Understand Risks”. The tool and the essay are part of the Products, Tools and Strategies that Address Retirement Risks Essay Collection.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: What is the 'best' post-retirement financial strategy for a particular participant of a defined contribution plan? The answer to this question must accommodate a number of risks, the most obvious of which are related to longevity, inflation, investment, and health. Moreover, what makes this question especially intriguing is that its solution must be molded to the wealth, features and agenda of a particular individual and/or family. Many of the constraints and goals are qualitative, and standard market and population metrics may have limited significance. This is the abstract of a paper that deals with implementation issues, qualitative goals and constraints, and tailor-made solutions.

Description: The Society of Actuaries SOA developed the ‘Risks and Process of Retirement Survey Report’ to help identify retirement risks and raise awareness of approaches to manage those risks. The survey analyzes the leading retirement risks of men and women, ages 45 to 80, who are either retired or still in the workforce. This document provides a summary of the results and provides information on how to obtain the Survey Report’s summary or a full report.

Description: The research report focuses on the financial impact student debt can have on both working and retired Americans.

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