Description: This article is the second in a series that offers a concise summary of an extensive body of SOA Research Institute work focused on improving retirement planning and management. The article summarizes findings from consumer research and other reports at different life stages to help the reader understand what households actually do with regard to retirement planning. It points out the challenges of groups such as the financially fragile and those who do not have employer sponsored retirement plans. A repeated finding from this work is that individual actions fit patterns that are different from what the planning methodologies and professional advisors believe they are or should be, creating gaps and significant opportunities to help improve retirement planning and management, particularly since individuals have so much responsibility for their own financial security.

Description: This is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks post–retirement, the role of government, software and some perspectives on the future.

Description: Explores how blended families are different and the same. Provides survey data on how people feel about responsibility in different types of families. Provides stories of experience.

Description: This paper focuses on the situation of women at high ages and the implications of longer life for women. This paper draws on and brings together work done by the Society of Actuaries in connection with the 2005 post-retirement risk survey, work from Social Security administration studies, U.S. government census data, WISER, the MetLife Mature Market Institute and papers funded by the Social Security research center.

Description: The SOA is pleased to make available the first report in a series highlighting the SOA's extensive boy of research on post-retirement risks and issues.

Description: Summary/Project at a Glance of Challenges and Strategies for Financing an Increasingly Long Life

Description: Book review of Steve Vernon’s Money for Life, Turn your IRA and 401(k) into a Lifetime Retirement Paycheck

Description: This session from the 1995 SOA Vancouver Meeting discusses recent economic developments leading many companies to reduce their workforce, examines the impact of this activity on the pension plan, nondiscrimination rules and explores design options that have been used in conjunction with downsizing. From the Record of the Society of Actuaries, Vol. 21, No. 3a.

Description: The abstract for a paper that focuses on when and how we retire.

Description: Interview with Blaine Aiken to learn about recent developments in fiduciary responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial advisors are subject to. These developments are linked to changes in the code of ethics that apply to CFPs.