As part of the SOA’s Aging and Retirement Strategic Research Program, this page contains a wide array of reports, studies and other tips in understanding aging and its impact. The research examines retirement risks, retirement plan issues and insights on living longer.
Aging and Post Retirement Research
Retirement in China:
Learn about research findings on the retirement market in China. This is research from the SOA and LIMRA.
Retirement Literacy
Software & Tools
Longevity Illustrator
Calculate the different
ranges of life expectancy with the Actuaries Longevity Illustrator, a tool
jointly developed by the American Academy of Actuaries and the Society of
Actuaries.
Research Reports
Recent Publications
Viability of the Spend Safely in Retirement Strategy
The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available a research report that explores various design and implementation details for the Spend Safely in Retirement Strategy (SSiRS). This strategy is intended to be used by middle-income workers and retirees to generate retirement income from IRAs and employer-sponsored defined contribution retirement plans.
Family Structure, Roles and Dynamics Linked to Retirement Security – Essay Collection
The Society of Actuaries (SOA) Committee on Post-Retirement Needs and Risks is pleased to present this essay collection, which shares thoughts and opinions on the current and potential impact that structure, roles and dynamics of families have on retirement security in the United States.
Insights on Spending and Asset Management in Retirement
The Society of Actuaries (SOA) is pleased to make available a report summarizing key points made during an online discussion through the SOA’s Aging & Retirement Strategic Research Program and issues related to spending in retirement, asset management and the use of Qualified Longevity Annuity Contracts (QLAC).
Consumer Interest
Post Retirement Needs & Risks
Research on the risks, attitudes and concerns of retirees and pre-retirees.
Retirement Risk Survey Series
Middle Market Retirement
Retirement Decisions
Managing Finances
Retirement Income
Consumer Interest
Highlights of Research by Topic or Theme
Other Resources
Managing Retirement Decisions
Examine major decisions in retirement.