Description: This essay talks about gender differences that affect retirement security and reviews lessons from SOA research. It provides advice for women including traps to avoid. Issues consider include differences in life spans, widowhood, divorce, differences in care patterns and caregiving.

Description: A review of the address of Rajendra P. Sharma F.S.A. 1979 of Philadelphia in July 1980 to the Actuarial Society of India in Bombay on the topic of the history of private pension plans in the United States.

Description: Presented at October 1986 Annual Meeting. This session discussion is about the Washington outlook, Social research projections, and the outlook on future format of the financial services market.

Description: Charts for the 2009 Housing Wealth monograph paper, “The Financial Well-Being of American Retirees.” This paper presents the findings of a study which examines four age groups of retirees and how well they are meeting their financial needs and how much an effect real estate can have on meeting retirement expenses.

Description: Presented at June 1985 Spring Meeting. This session discussion is about: Changes in demographics and work forces composition, Trends towards defined contribution and flexible benefits programs, Lifestyle and attitude changes, Retiree medical care coverage.

Description: Panel discussion exploring likely future scenarios, encompassing: Balance between state and federal regulation, effects of trends in tax regulation, and implications of all-federal or all-state regulation. From Record of the Society of Actuaries Vol. 12, No. 2.

Description: Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew Peterson, plus other meeting content to focus on alternative views for the future of the pension system.

Description: September issue of PSN

Description: Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the liquidation of the endowment.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, “The Financial Well-Being of American Retirees.” The paper presents the findings of a study which examines four age groups of retirees and how well they are meeting their financial needs and how much an effect real estate can have on meeting retirement expenses. The discussant cites reasons why the results of the study are more positive than other studies.