Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to personal risk management. Plans made and actions taken throughout people’s formative working lives develop their “life portfolios.” An important part includes making provisions for their senior years. These steps and efforts continued beyond their working lives to optimize physical, cognitive, emotional and financial well-being comprise their personal management of retirement risk. Such measures include, but are not limited to, when they choose to retire and take Social Security; their spending habits; how they manage debt; how they plan living arrangements and utilize the equity in their homes; the financial products they purchase; and how they employ financial planning services.

Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to economic and financial issues, with additional sources for commentary.

Description: Application for travel grants to the 51st Actuarial Research Conference

Description: 2015 Risks and Process of Retirement Survey – Key Findings and Issues