Description: This paper attempts to gather information regarding various components of the Canadian retirement income system, and to quantify the impact on the system of unanticipated morality improvements, particularly at age 65 and over, and of lower than expected equity returns. From 2005 Living to 100 and Beyond Monograph, M-LI05-1.

Description: Research on the elementary models of the reserve fund for the old-age, survivors and disability insurance OASDI in the United States. From the Actuarial Research Clearing House 1991, Vol.1.

Description: This paper discusses the underlying nature of the Social Security program, certain erroneous views of the program, various Advisory Council proposed solutions to the long-range financing problems, and the probability that no solution stands any chance of being enacted. From The Old-Age Crisis - Actuarial Opportunities - The 1996 Bowles Symposium, M-RS99-1.

Description: Sets forth the history of the actuarial responsibilities for the Social Security System since the Act of 1935.

Description: Article from The Actuary, May 1985 – Volume No. 19, Issue No. 5 that discusses the current financial status of Social Security.

Description: This paper explores a range of public policy issues stemming from proposals to introduce some form of defined contribution system into Social Security in the U. S. and Canada. From In Defense of Pay-as-You-Go Paygo Financing of Social Security, M-RS99-1.

Description: This article is a review of the 1977 book “The Future of Social Security,” by Alicia H. Munnell, formerly on the staff of the Brookings Institution and now an Assistant Vice President of the Federal Reserve Bank of Boston. The author of this review notes that the financial problems of the Old-Age, Survivors, and Disability Insurance program have drawn considerable public attention during the past few years, and this has produced quite a number of books and papers on the subject with various recommendations as to what should be done about the future of the program. The reviewer thinks highly of this book, which covers the philosophical questions of individual equity vs. social adequacy, and the question of the effect of OASDI on savings and capital accumulation. Note: A detailed review of the book will appear in the Transactions.

Description: The book, 'Individual Accounts for Social Perspectives on the U.S. Debate' by John Turner, is reviewed in light of recent congressional failure to reform Social Security and in light of a survey of actuaries that produced divergent views on the subject [link to survey included].

Description: Article from Pension Section News, May 2007, No. 64, highlights a book by John Turner on international perspectives of individual accounts. In clear and concise language, Turner, a senior policy advisor at the AARP Public Policy Institute, explores the first-hand experience of other countries that have implemented, either partially or in full, aspects of social security reform that have been proposed for the U.S. system.

Description: This article consists of a point-counterpoint dialogue addressing important aspects of social insurance programs. It discusses the desirability and advantages of these programs that provide financial assistance to those who are retired, disabled, ill or unemployed.