Description: This article explores the important role of financial literacy in helping to protect seniors and their families from financial fraud and exploitation.

Description: This paper offers ideas on new retirement plan designs that share investment risk or longevity risk, or both, between employers and employees.

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

Description: This paper talks about the risks of defined benefit and defined contribution plans.

Description: This article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a hedge against one's retirement nest egg evaporating, leaving the retiree living check to check on a fixed income only. The article will be of interest to those involved in product development and design, sales and marketing, and payout annuities or guaranteed withdrawal benefits in general.

Description: Fiduciaries play a vital role in the financial health of a pension plan. How they carry out their duties is a question of increasing interest to beneficiaries, regulators, shareholders and taxpayers. Having a clear, logical and well-documented risk management process in place can make a big difference.

Description: Elizabeth Wells describes the fundamental underpinnings and processes that can help reduce the risk of inequitable division of retirement benefits between divorcing couples.

Description: This paper aims to present a systematic procedure for valuing group self annuitization GSA payouts in the presence of changing mortality. Presented at Managing Retirement Assets Symposium

Description: This article focuses on the period between full-time work and complete exit from the labor force. It is a write of 2019 annual meeting session. It provides some overview of labor market data and employer issues for people nearing and entering retirement. It discusses employer issues with regard to keeping employees longer and phased retirement. It provides some overview of societal issues. It discusses the value and importance of longer work. Note that the article precedes and does not reflect the challenges of the COVID-19 outbreak.

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.