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.

Description: This report presents the results of six focus groups with retirees who have at least $100,000 of investable assets and must depend on that money to maintain their lifestyles because they do not have sufficient amounts of annuitized income from Social Security and defined benefit plans to meet all of their expenses. The purpose of the focus groups was to gain an understanding of how current retirees approach key financial decisions about managing their money in retirement. The benefits of this qualitative study are multidisciplinary. It can help: 1. actuaries design better retirement financial systems, 2. the financial services industry understand areas of misperception and causes of poor management, and 3. provide policy-makers an understanding of how to drive public policy goals.

Description: This article introduces the Retirement Probability Analyzer Software. From Pension Section News, January 2005, Issue No. 57.

Description: The author encourages the use of sound actuarial principles to develop reasonable retirement spending budgets instead of rule of thumb approaches commonly used.

Description: This paper charts the economic status of women moving from marriage to widowhood, and examines the changes in income and income sources that actually occur as women are widowed. The paper focuses, in particular, in the actual and potential role of pensions in preserving the economic status of widow. From Retirement Needs Framework, M-RS00-1.

Description: A report summarizing key points made during an online discussion on issues related to dementia and cognitive decline.

Description: This research summarizes surveys of individuals 85+ years old, and children of individuals 85+ years old looking at post-retirement experiences.