Will Retirement Assets Last a Lifetime?

Research Projects – Aging

The Society of Actuaries' Committee on Post Retirement Needs and Risks, LIMRA and the International Foundation for Retirement Education (InFRE) are pleased to make available a research report based on the findings of a survey posed to approximately 1,500 retirees with $100,000 or more of investable financial assets. The survey questions explored how retirees make decisions about investing their assets and purchasing financial products. The report, authored by Sally Bryck of LIMRA, provides valuable information for actuaries and the financial services industry.

This report represents a follow–up effort to a series of focus groups conducted in 2005. For interested readers, the findings from the series of focus groups can be found by clicking on this link: Spending and Investing in Retirement–Is there a Strategy?

Materials

Will Retirement Assets Last a Lifetime?

Technical Supplement - Will Retirement Assets Last a Lifetime?

Questionnaire - Will Retirement Assets Last a Lifetime?

Thank You

The SOA's Committee on Post Retirement Needs and Risks, LIMRA, and InFRE would like to thank the following members of the project oversight group for their review and support of the project:

• Sandy Mackenzie, Chair
• Anna Rappaport
• Betty Meredith
• Steve Cooperstein
• Noor Rajah
• Paul Yakoboski
• Kevin Seibert
• Tom Poland
• Steven Siegel, SOA Research Actuary

Questions Or Comments?

If you have comments or questions, please send an email to research@soa.org.