Description: Summary of call for essays on three subjects: Defined Contribution Plan Risk Management Strategies, Decumulation in Retirement and Long Term Care Financing.

Description: A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth households.

Description: The SOA’s Committee on Post Retirement Needs and Risks is issuing this request for proposals to study how individuals make retirement decisions. The Committee seeks to better understand retirement decision-making, what and when steps are completed, how finances and other factors are considered and how successful retirees are in their retirement years.

Description: This one page document summarizes the 11 issue briefs produced by The Committee on Post Retirement Needs and Risks. The briefs examine the major decisions encountered in retirement and tackle a variety of retirement decisions with practical considerations and advice.

Description: This is a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.

Description: Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?" report.

Description: This is the Executive Summary of the results of a study, sponsored by the Society of Actuaries and the Actuarial Foundation, which assesses the extent to which retirement planning software programs help users understand post-retirement risks.

Description: The objective of the Phase I research effort was to further the Committee’s work by defining relevant and actionable consumer segments among middle-income / mid-level net worth households. This report updates the Phase 1 analysis using data through 2010.