The Pension Research Council
Working Paper

How Does Retirement Planning Software Handle Post-Retirement Realities?

Anna M. Rappaport and John A. Turner
WP2009-16

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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.