Description: Report on 2013 committee activities and a cumulative summary of key findings of the research. There ae many consistent themes. Description of major ongoing work project.

Description: This paper is a comment on the Tracker Plan, a concept for U.S. pension reform.

Description: This paper is a concept for U.S. pension reform.

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.

Description: The results of new research on the current state and future opportunity of the retirement market in China.

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

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

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security.

Description: Abstract for the 2009 Housing Wealth monograph paper, “Retirement Implications of Housing Wealth Spending”. This paper explores comparative trends in home ownership versus renters, the associated levels of housing expenditures, and the extent of equity borrowing. The goal is to stress the need in retirement to cover basic housing needs and the risks of using housing for other purposes.