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: This paper examines the history, reasons, and impact of the shift from traditional defined benefit plans to hybrid plans. Also discussed are the need for good communication, and for further regulation. From Cash Balance Symposium Monograph, M-RS02-3.

Description: This paper takes the position that a truly transparent pension accounting expense could be developed to produce superior reporting that reflects experience as it occurs. Contributions could also be based on some asset and liability information about the pension plan, but with flexibility to allow for more controllable and stable contributions. From Current Pension Actuarial Practice in Light of Financial Economics Symposium, M-RS04-1.

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: This is the panel transcript for the 2017 LT100 Symposium Session 2C: Impact of Aging: What Can Individuals and the Private Sector Do to Address Challenges?

Description: Overview of the papers presented at the Retirement Implications of Demographic and Family Change Symposium

Description: Six appendices are presented: Study Methodology and Response, Column Names and Data Codes, Listing of Respondents and Reports Received, Experience Study Data, Valuation Report Data, and Investment Data. From A Study of Public Employees Retirement Systems, M-RS96-1.

Description: This paper examines some specific issues where cash balance plans don't fit the traditional mold, and what regulatory changes would provide the best fit for cash balance plans. From Cash Balance Symposium Monograph, M-RS02-3.

Description: This paper concentrates on who carries what risks if the national stocks-for-retirement cycle is fundamentally flawed and can fail a millions of baby-boomers grow older. From Cash Balance Symposium Monograph, M-RS02-3.

Description: This paper looks at different ways to think about the economic relationships within the family and relate them to various ways of providing for retirement security within a Social Security and employer framework.