Description: Discusses key issues to improve the retirement system in the U.S. in a primarily defined contribution environment. Focuses on age at retirement, how people retire, and covering risks including disability and longevity risk. Some ideas are feasible within current environment and some require policy change.

Description: Offers some perspectives on retirement advice and the employer after the April, 2016 Department of Labor new fiduciary rules. Builds on SOA research project from the Committee on Post-Retirement Needs and Risk, Retirement and Investment Advice: A Guide for Employers

Description: This paper sets forth challenges presented by an aging society with a focus on the situation of the individual and the implications for actuaries. From Retirement Needs Framework, M-RS00-1.

Description: In this article, author Anna Rappaport discusses highlights and wake-up calls from the December, 2009 Annual Retirement Security Symposium.

Description: This report summarizes points made through an online discussion on issues related to spending in retirement, asset management, and the use of Qualified Longevity Annuity Contracts (QLACs).

Description: This article shows how COVID-19 affected retirement risks, and how retirement planning was impacted by COVID-19. It ties together COVID-19 and its economic consequences with results of two recent consumer surveys that examine retirement risk perceptions and financial well being and a more complete discussion of retirement risks. The Managing Post-Retirement Risks guide divided retirement risks into economic risks, risks and personal planning considerations, and unexpected and unpredictable events. Each of the risks discussed in the guide is discussed in the article with commentary on COVID-19 and its impact, and information about how to manage the risk. For each risk, there is information provided about any insights gained in the two surveys. Results of the two surveys linked to COVID-19 are also discussed.

Description: This article offers a big picture of PRNR research, and provides brief summaries of research on risks, decisions, financial wellness, advice, and software.

Description: The author presents an overview of the Conference and highlights the controversy and discussion about the appropriate ways to measure assets and Liabilities for public sector pension plans. From the Pension Section News, September 2008, Issue No. 68.

Description: Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew Peterson, plus other meeting content to focus on alternative views for the future of the pension system.