Announcement: SOA congratulates the new FSAs for December 2024.

Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age

Research Projects – Pension


The Pension Section is pleased to make available a research report providing a literature review of post-retirement financial strategies from the perspective of an individual approaching retirement age. The literature surveyed focuses on the risks of longevity, inflation, and investment. The report was authored by Arnold Shapiro of Penn State University.

Report

Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age

Thank You

The Pension Section Research Committee would like to thank the following individuals for their input and review:

  • John Gist
  • Howard Iams
  • Betty Meredith
  • Sally Natchek
  • Stacy Schaus
  • Joseph Simonian
  • Thomas Streiff
  • Joseph Tomlinson
  • John Turner
  • Steve Vernon
  • Steve Siegel, SOA Research Actuary

Questions Or Comments?

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