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.

Description: An essay received in response to the Committee on Post Retirement Needs and Risks Call for Essays exploring ideas and thoughts on working in retirement and phased retirement programs.

Description: This article discusses the importance of guaranteed lifetime income, such as an annuity, as part of overall retirement planning, and goes on to debunk various misconceptions about fixed annuities and other retirement strategies.

Description: This 2007 article from U.S. News & World Report by Paul J. Lim and Emily Brandon is about households retiring with less assets saved than was planned. It references an Employee Benefit Research Institute study and includes quotes from Anna Rappaport, FSA.

Description: This report summarizes the comments received on the RP-2014 exposure draft

Description: This is a 2003 supplement to the RP-2000 Mortality Table Report. Since the publication of the report, actuaries have become increasingly interested in using mortality rates that reflect adjustments for collar or benefit amount. This supplement addresses that interest by providing additional applicable tables.

Description: This is an Excel workbook that contains detailed reviews of the literature that was searched in the course of a study that explored pre-retirement influences on attitudes and decisions regarding retirement. The research study, conducted by Linda Smith Brothers, reviewed sixty papers written since 1990, and summarized their important points under several categories. The workbook contains a description of the specific categories covered and how they are addressed by each of the sixty papers that were reviewed.

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: This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the take-up decisions of Canadians for whom delaying CPP benefits might provide improved financial outcomes and greater retirement income security.

Description: The emergence of target benefit pension plans in Canada has focused attention on risk sharing in employment-based retirement income schemes.