How Does Retirement Planning Software Handle Postretirement Realities?

Abstract

Many risks must be managed during the post-retirement period. This chapter explores retirement planning software that provides individuals and advisors the opportunity to perform a range of calculations to help them in retirement planning. We link results from surveys and research by the Society of Actuaries to show how the software handles post-retirement risks. We find that approaches to managing these risks are often not well-integrated. Disciplines Disciplines Economics Comments Comments The published version of this Working Paper may be found in the 2010 publication: Reorienting Retirement Risk Management.