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.

Description: View the 2021 Retirement Risk Survey Report of Findings.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a guide written by Financial Finesse to help older retirees and those who assist them make informed decisions.

Description: What role do retirement accounts and insurance products play in wealth inequality pre- and post-bankruptcy in Washington, DC, in 2011?

Description: This study measures the share of married retirees with pension annuities who forgo survivor protection and examines the factors influencing their decisions. It also measures the share of retirees whose decisions to forgo survivor protection can be justified by its high costs or low benefits, such as the presence of other types of financial protection for the spouse, poor health of the spouse, and low income.

Description: This report introduces a framework for assessing the impact of retirement plans on organizational success. It highlights the direct and indirect benefits of well-designed retirement plans and includes 10 key considerations, metrics, and measures of workforce dynamics. The framework helps companies prioritize necessary changes, with examples and case studies illustrating successful applications and potential risks.

Description: This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic trends, policy design, and actuarial strategy—because retirement is the ultimate family affair.

Description: The first of two reports focused on how families cope with the final years of life. This report summarizes 40 interviews with children of recently deceased parents.

Description: The first of two reports focused on how families cope with the final years of life. This report summarizes 40 interviews with children of recently deceased parents.

Description: This report examines the mortality of Canadian pensioners subdivided by pension level, using data from the Canada Pension Plan (CPP) and Québec Pension Plan (QPP)