Description: Recently, we have seen renewed interest in the international (or “offshore”) pension plan. An international plan typically provides benefits for internationally mobile workers of a multinational employer, but can also be used for certain other workers. The plan is usually located in a respected international finance centre.

Description: Summary/Project at a Glance of Challenges and Strategies for Financing an Increasingly Long Life

Description: A highlight report on family obligations in retirement stemming from a study on aging and retirement of Americans across five generations.

Description: This paper outlines a framework for formulating one’s post-retirement planning strategy.

Description: How assumptions like market returns and variable like saving rate should be incorporated into sound financial planning. How to analyze retirement readiness.

Description: Provides personal perspective on moving from full time employment into a range of different activities before full retirement; provides ideas for new paths.

Description: This article discusses the coming opportunities for insurance companies in the retirement market, particularly with respect to annuities.

Description: A fact sheet summarizing the report, Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity.