Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.

Description: A research project defining relevant and actionable consumer segments among middle-income/mid-level net worth households.

Description: This is a report examining the decision process to retire and views on managing assets after retirement. The study was designed specifically to examine those who were not forced to retire due to ill health or disability.

Description: Summary of the "Measures of Retirement Benefit Adequacy: Which, Why, for Whom, and How Much?" report.

Description: Statistics about funded status of National Basketball Association Players multiemployer pension plan.

Description: Series of infographic to help individuals understand how life expectancy and the decisions they make impact their plans for a happy, healthy and well-funded retirement.

Description: The subject of this paper is a financial model for pension planning purposes. The focus of the model is from an individual's point of view with the idea to assist him/her in planning for a financially secure retirement income. The model is dynamic and stochastic, operates in nominal and real terms, and goes beyond the age of retirement. From Actuarial Research Clearing House 1981, Vol. 1.

Description: This is a discussion of the title paper by Robert M. Duncan which outlines the use of a contributory money purchase plan with death benefits, and investments in equities, to fund pensions. The approach is critiqued.

Description: The objective of the Phase I research effort was to further the Committee’s work by defining relevant and actionable consumer segments among middle-income / mid-level net worth households. This report updates the Phase 1 analysis using data through 2010.

Description: This report reviews retirement planning software programs currently available to individuals and their professional advisors. The report does not rate or recommend specific programs. Rather, it explains how programs that are currently available work, and what features can be improved.