Description: This research report summarizes current research on retirement adequacy and compares different measures.

Description: Expect to cover key points from the Living to 100 conference around living and social environments for the elderly. Following the review will be a discussion about implications related to LTCI plans and policies around living environments. It will conclude with a peak behind the curtain for pricing for CCRCs.

Description: This study builds on the prior studies, Measures of Retirement Benefit Adequacy and Improving Retirement Outcomes: Timing, Phasing, and Benefit Claiming, with a specific focus on how longevity impacts household financial needs in retirement and which strategies can best address these financial strains. A major conclusion from this research is that the risk of living long should be more carefully incorporated in household retirement planning.

Description: Discusses some basic issues for women to consider in planning for the possibility of being alone.

Description: This paper identifies important areas of post-retirement risk, with emphasis on advanced ages and on the perspective of the individual. It also includes public perceptions about post-retirement risk and information about the links of some plan features to post-retirement risk. From 2005 Living to 100 and Beyond Monograph, M-LI05-1.

Description: Anna gives us an excellent “layman’s overview” of concerns, challenges and potential areas for improvement in the area of pre-retirement disability—a contingency that is perhaps too frequently ignored or underemphasized in the general pension actuarial literature during the trend from DB to DC retirement vehicles.

Description: The International Congress of Actuaries

Description: Full version of Long-Term Care Newsletter, December 2002, Issue No. 7.

Description: SOA Committee on Post-Retirement Needs and Risk by Anna M. Rappaport from Long-Term Care Newsletter, December 2002, Issue No. 7.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.