Description: A labor union negotiator comments on the papers being presented at this symposium. From The Future of Pension Plan Funding and Disclosure Monograph, M-RS05-1.

Description: Chapter 7 develops a model of calculating the cost of managing funds in the Mexican pension system. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: Abstract: This research paper assesses the adequacy of the combination of elder care and support programs in six developed countries. The programs considered are social security (retirement income), health care and long-term care, and four family compositions are considered to make the assessment. The paper discusses the difficulties of defining adequacy. The fuzzy set methodology of Ragin (2000) is used to label the level of adequacy of the combined programs. This is the first time this methodology has been applied to this problem. The paper contributes to research in the social sciences by combining quantitative and qualitative results. It finds that the combined programs are: often inadequate in England and the United States; not adequate or inadequate in Canada; and mainly adequate in France, Germany and Sweden. Three policy recommendations, which would increase the likelihood of benefit adequacy, are made.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, “The Impact of Diminishing Wealth on Future Consumption: How Housing Wealth Affects Retirement Planning.” The goal of the 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. The discussant has additional suggestions for financial professionals.

Description: Complete Actuary of the Future newsletter from October 2004.

Description: This paper reviews the life cycle of a typical pension plan, examines the issues relating to its funding, and proposes a new funding approach that tries to balance the various concerns. From The Future of Pension Plan Funding and Disclosure Monograph, M-RS05-1.

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

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: Chapter 8 states that there is great difficulty in projecting future mortality levels - the changing sex mortality differential is only one of the uncertainties. Some widely varying opinions for the future are offered. From Why Men Die Younger: Causes of Mortality Differences by Sex, M-LI01-1.

Description: This is the abstract for the paper, The Boomers Are Coming: A Total Cost of Care Model of the Impact of Population Aging on the Cost of Chronic and Acute Conditions in the United States. The complete paper is not available online.