Description: This paper introduces the author's globalization model of work and retirement in the 21st century. To make the model work, there is a need for a prototype social security system with many desirable features called National Provident Fund for each nation.

Description: This panel discussion from the SOA's 1975 Annual Meeting addressed the perceived future of pension plans. Discussions included expectations related to: 1 Plan Terminations, 2 Trend toward defined contribution or profit sharing, 3 Career pay benefit formulas, 4 Slowdown in plan liberalizations, 5 Slowdown in establishment of new plans, 6 Integration with Social Security, 7 Cost of Living Increases, 8 Inclusion of pre- and post-retirement spousal benefit at employer's cost, 9 Retirement Age, and 10 Mandatory Pensions.

Description: This 1975 panel discussion SOA Bal Harbour Annual Meeting addressed the impacts of ERISA other than on pensions.

Description: A new approach to retirement is needed which allows a transition period from full work to full retirement, allowing people to continue working well past the traditional retirement age. This article discusses the possibility that employees will survive beyond their retirement funds and proposes a new retirement perspective that retirement progams should treat longevity as an insurable event and different strategies for this longevity risk.

Description: The paper will focus on two broad areas, integration of insurance products with investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling and pricing for the longevity risk in the secondary market in insurance.

Description: Informal discussion 2017 LT100 transcript for Session 1C: Impact of Aging: Biggest Current Policy Challenges from the U.K./U.S./Canada as a Result of Aging?

Description: The author advocates trying to maximize the diversification of investment portfolios based on creating multiple sources of income, each taxed in its own way, based on the premise that taxation of retirement income in the future is no longer predictable. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: This is the session transcript from Session 6A: Mortality Improvement Approaches from the January 4-6, 2017 Living to 100 Symposium in Orlando.

Description: This paper examines the impact on retirement goals and savings behavior by participants in financial education seminars offered by TIAA-CREF .