Retirement Preparation Programs: An Examination of Retirement Perceptions, Self-Mastery, and Well-Being
Research on Social Work Practice
Published online on May 11, 2016
Abstract
This study was designed to examine whether preretirement intervention, through preparation programs conducted by social workers, enhances retirees’ healthy retirement transition, self-mastery, and well-being outcomes.
Data were gathered at preprogram, postprogram, and at 6-month follow-up. A total of 84 participants filled out pre- and postprogram questionnaires, of which 66 also completed follow-up assessment. Participants were 1–3 months before retirement at preassessment and 4–8 months after retirement at follow-up.
The preretirement program improved participants’ appraisal of retirement and created lower and more realistic expectations of postretirement work prospects. While these variables changed in the expected direction between pre- and postprogram assessment, participants’ scores at follow-up indicated less self-mastery, greater depressed affect, and less positive feelings regarding retirement.
The short-term value of retirement programs was supported and revealed the importance of follow-up programs to maintain short-term gains and to address additional long-term developments.