Description: The document is a report summarizing key findings from the 2024 Retirement Risk Survey conducted by the Society of Actuaries Research Institute and Deloitte Consulting LLP. It focuses on the impact of family support on retirement planning and readiness among Americans ages 45 to 80.

Description: Retirement market study of Mexico in Spanish

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a brief report on the impact of COVID-19 on financial stress.

Description: This report examines a simple but accurate means of assessing discount rate sensitivity.

Description: This paper examines the following three questions by reviewing literature that identifies and evaluates the tradeoffs among annuitization and self-managed drawdown strategies: 1. How DO Retirees Draw Down their Financial Savings? 2. How COULD Retirees Draw Down their Financial Savings? 3. How SHOULD Retirees Draw Down their Financial Savings?

Description: How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this this question from specific questions. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.

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: An overview of the main points of the report, A Conversation on Dementia and Cognitive Decline.

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: Research the impact of illiquid investments on pension plan funding, design, and risk management strategies.