Description: This is a discussion of the Life–Cycle Model, findings from behavioral finance, managing risks post–retirement, the role of government, software and some perspectives on the future.

Description: This article addresses how the ARPA has lessened the financial burden on sponsors of corporate defined benefit plans.

Description: The first Baby Boomers turn 60 this year, which will begin a tidal wave of new retirees in the coming years. Unfortunately for these retirees, the long–term funding of Social Security is unclear, defined benefit plans cover fewer and fewer of today's workers, and defined contribution plan savings rates are generally not high enough to compensate for a lengthy retirement. This article describes how this wave of retirees presents a growing opportunity for the insurance industry.

Description: This article focuses on retirement planning and knowledge and how the SOA Research Institute has added to our understanding of what consumers know and how they plan. It is the first of a series that offer insight into where consumers are today, identifies gaps in understanding, planning and managing retirement issues, helps us understand how consumers act at various life stages, highlights consumer information collected by the SOA Research Institute and provides some recommendations for working with different stakeholders to improve retirement planning. This article identifies the components of the research and how they fit together and provides a summary of major findings with regard to gaps in knowledge and planning. The research includes focus groups and in-depth interview, consumer surveys, a conjoint study, a study of future issues by Futurists, and more.

Description: Brief discussion of highlights of past Living to 100 Research Symposia, urging readers to attend 2023 symposium

Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

Description: This article summarizes a series of surveys that explore how the public perceives retirement risks and manages related financial resources. It also provides examples of conflicting perceptions and behavior related to retirement and how retirees manage assets in retirement.

Description: Feature article discussing the SOA’s Retirement 20/20 initiative.

Description: Summary of the annual cost-of-living adjustment and changes in other wage-indexed programs parameters for Social Security in 2024.

Description: This article provides a Retirement 20/20 update.