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How Americans Manage Their Finances | SOA

Announcement: SOA releases passing candidate numbers for February 2025 Exam FM.

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How Americans Manage Their Finances

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to share a research report summarizing the results of the 2015 Financial Management Survey conducted by the University of Southern California. The survey investigated how the financial lives of Americans have changed with the economic recovery over the past few years.  This survey is an update to the earlier survey conducted in 2012.  The Society of Actuaries Committee on Post Retirement Needs and Risks was a co-sponsor of the effort.

The survey can be accessed on the USC site.

The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following members for their review and input:

  • Carol Bogosian
  • Cindy Levering
  • Anna Rappaport
  • Steve Siegel, SOA Research Actuary