Description: This study addresses some aspects of the financial impact on women under the Social Security benefits reform or redistribution.

Description: The goal of this paper is to help financial professionals and plan sponsors recognize that retirement planning is being influenced by new factors and suggests ways they can readjust retirement planning strategies.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, “The Impact of Diminishing Wealth on Future Consumption: How Housing Wealth Affects Retirement Planning.” The goal of the paper is to help financial professionals and plan sponsors recognize that retirement planning is being influenced by new factors and suggests ways they can readjust retirement planning strategies. The discussant has additional suggestions for financial professionals.

Description: Presented at the Living to 100 Symposium, January 2011. This paper looks at issues with regard to long life and managing risk by individuals. It focuses on how structuring of payouts interacts with issues related to long life, and also discusses cash benefits and health-related benefits.

Description: The authors analyze the impact of the market downturn in 2008 on investors nearing retirement. The analysis finds that these investors are likely to delay retirement to recover. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: This paper charts the economic status of women moving from marriage to widowhood, and examines the changes in income and income sources that actually occur as women are widowed. The paper focuses, in particular, in the actual and potential role of pensions in preserving the economic status of widow. From Retirement Needs Framework, M-RS00-1.

Description: Symposium session on Emerging Definitions of Retirement.

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: This paper presents a model that projects withdrawal and investment returns for a hypothetical retirement account. From Retirement Needs Framework, M-RS00-1.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.