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: The is the abstract for a paper that discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.

Description: Author's view of important issues raised in EBRI 35'th anniversary policy forum and other settings, together with commentary and related public policy recommendations. Goal is to encourage readers to think about the situation today and where it might be going, and to help them identify important issues that need attention.

Description: The goal of this paper is to help financial professionals and plan sponsors recognize that retirement planning is being influenced by new factors and suggests ways they can readjust retirement planning strategies.

Description: The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide to plan for changes in financial capacity and decision-making.

Description: Retirement Symposium overview. A session by session synopsis of the wide ranging topics presented.

Description: 2007 Risks and Process of Retirement Survey Report - Understanding and Managing the Risks of Retirement

Description: This report highlights the findings of the 2009 survey and focuses on issues in the survey specifically as they relate to retirement concerns unique to women.

Description: This research provides a literature review on the topic of post-retirement financial strategies from the perspective of an individual who is approaching retirement age. The body of knowledge surveyed is the post-retirement financial strategies literature that is related to the risks of longevity, inflation, and investment. The literature sources are both academic and practitioner-focused. The end product is a documentation of and commentary on the state-of-the-art in the post-retirement financial strategies area. The intended audience is retirement professionals, and others, who need to be well informed about the current state of post-retirement financial strategies, as reported in the literature.

Description: This paper discusses retirement planning information and the signals it provides. It focuses on the issue of communicating lump sum versus income benefits. It discusses challenges in communicating income benefits and provides some alternatives.