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Better understand the outlooks and actions of pre- and recent retirees.

Summary

The transition into retirement brings many changes. In this series of reports, we share people’s outlooks and actions during the years immediately before and after retirement. You, your company, financial advisors, and employers can use this information enhance the effectiveness of messaging, planning, services, and resource deployment.

Reports in the Series

Journey Beginnings: Recent Experiences in Retirement Timing

Sep 26, 2019

What are the financial impacts when retirement timing reality doesn’t align with plans?

Journey Chronicles: Transition Experiences of Life and Work in Retirement

Jul 12, 2019

What impact does the transition into retirement have on consumers’ lifestyles and working for pay?

The Journey Continues: Advisors, Plans, and the Retirement Transition

Apr 30, 2019

How are advisors and retirement plans helping people transition into retirement?

Journey Into Retirement: A Qualitative Look at Transition Experiences (2019)

Jan 22, 2019

What does retirement as a destination look like for near and recent retirees?


Meet the Project Director