Description: The Society of Actuaries’ Pension Section is pleased to make available a research report addressing the potential consequences of accumulating education debt for retirement security.

Description: Through this Call for Essays, the SOA seeks to gather perspectives, opinions and data on how to advance the state of effective tools, products, and strategies to assist individuals, financial advisers, employers and other stakeholders.

Description: This article focuses on retirement decisions, phased retirement and related policy issues, calling for actuaries to take on leadership roles in retirement public discussion.

Description: Description of focus group research conducted in 2013 by the Committee on Post-Retirement Needs and Risks. The purpose of this study was to gain understanding of how people make decisions about when to retire and about managing financial risks in retirement. Eight focus groups of financially resource constrained retirees who had retired voluntarily were interviewed. The report offers many quotes from retirees and a chance to “give a face” to much of what we say about retirement.

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: Discusses a wide range of issues related to financial decision making and aging. Includes discussion of cognitive decline, fraud and poor decisions. Brings in role of technology and tools.

Description: Provides anecdotal information on management of finances for people over age 85. Include quotes from an expert discussion.

Description: This interview provides information on Retirement Health and Happiness, the first in a new series of publications designed to improve retirement literacy.

Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.

Description: A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth households.