Description: Presented at Living to 100 and Beyond symposium in January 2002. Discusses the impact of longer life spans on families, business, society, and programs to help support the elderly.

Description: Phased retirement and longer work are growing more important. This article suggests a variety of public changes to improve opportunities and options.

Description: Feature article discussing important issues related to retirement.

Description: This article focuses on the period between full-time work and complete exit from the labor force. It is a write of 2019 annual meeting session. It provides some overview of labor market data and employer issues for people nearing and entering retirement. It discusses employer issues with regard to keeping employees longer and phased retirement. It provides some overview of societal issues. It discusses the value and importance of longer work. Note that the article precedes and does not reflect the challenges of the COVID-19 outbreak.

Description: Living to 100 symposia are held every three years and they offer a mix of technical content, leading edge speakers on biological and societal developments and implications for society of developments in mortality. They provide insight into areas of controversy. These are multi-disciplinary discussions. This article offers some highlights from the 2020 Living to 100 focused on retirement actuaries.

Description: Full version of The Independent Consultant Newsletter, June 2006, Issue No. 11.

Description: This is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks post–retirement, the role of government, software and some perspectives on the future.

Description: This article is the second in a series that offers a concise summary of an extensive body of SOA Research Institute work focused on improving retirement planning and management. The article summarizes findings from consumer research and other reports at different life stages to help the reader understand what households actually do with regard to retirement planning. It points out the challenges of groups such as the financially fragile and those who do not have employer sponsored retirement plans. A repeated finding from this work is that individual actions fit patterns that are different from what the planning methodologies and professional advisors believe they are or should be, creating gaps and significant opportunities to help improve retirement planning and management, particularly since individuals have so much responsibility for their own financial security.

Description: The SOA Research Institute has executed research for over twenty years on some repeating themes and topics. The reports build on each other and add content. This article summarizes and discusses a summary report on long-term care, caregiving and housing linked to long-term care and caregiving.

Description: The Society of Actuaries’ Aging and Retirement Strategic Research Program is pleased to make available a summary report that highlights key findings from the latest biennial survey, Risks and Process of Retirement. The survey, the eleventh in the series, was conducted online of Americans ages 45 to 80. The purpose of the study is to evaluate Americans’ awareness of potential financial risks in retirement, how this awareness impacts the management of their finances with respect to retirement, and how Americans are managing the process of leaving the workforce. The survey was conducted by Mathew Greenwald & Associates, Inc. The full report of findings is forthcoming and will be posted soon. Additionally, several special topics reports examining aspects of the findings will be posted as they become available.