Announcement: SOA congratulates the new ASAs and CERAs for April 2025.

Log in / My SOA
Refine your search
  • {{result}}
Browse by Topic
or
Publication Browse
1 - 10 of 19 results (0.27 seconds)
Sort By:

  • Financial Priorities, Behaviors and Influence on Retirement

    Financial Priorities, Behaviors and Influence on Retirement A highlight report on Financial Priorities stemming from a study on the financial perspectives of aging and retirement of Americans ...

    View Description

    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • 2017 Retirement Risk Survey

    2017 Retirement Risk Survey The Society of Actuaries’ Post Retirement Needs and Risks Committee has made available the full report for its biennial survey, Risks and Process of Retirement.

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2018

  • Financial Perspectives on Aging and Retirement Across the Generations

    Financial Perspectives on Aging and Retirement Across the Generations This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement

    2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement Retirement planning;Retirement Income;Financial planning 6442471391 10/7/2016 ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • Post-Retirement Experiences of Individuals Retired for 15 Years or More

    Post-Retirement Experiences of Individuals Retired for 15 Years or More Post-Retirement Experiences of Individuals Retired for 15 Years or More Retirement planning;Retirement Income;Financial ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient

    Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient This report pulls together various findings on caregiving research from the 2017 Risks and Process in ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Spending Decisions in Long Term Retirees Brief

    Spending Decisions in Long Term Retirees Brief Summary/Project at a Glance of Spending Decisions in Long Term Retirees Study Retirement planning;Retirement Income;Financial Planning 6442472855 11 ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • A Report on 40 In-Depth Interviews in the US and Canada with Adult Children of Recently Deceased Parents

    A Report on 40 In-Depth Interviews in the US and Canada with Adult Children of Recently Deceased Parents The first of two reports focused on how families cope with the final years of life. This ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • 2017 Risks and Process of Retirement: Housing in Retirement

    2017 Risks and Process of Retirement: Housing in Retirement The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • 2015 Risks and Process of Retirement Survey – Report of Findings

    2015 Risks and Process of Retirement Survey – Report of Findings 2015 Risks and Process of Retirement Survey – Report of Findings Retirement planning;Retirement Income;Financial planning ...

    View Description

    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
    • Per Page: