Description: 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: Summary of the papers presented at the symposium

Description: The specific aim of the proposed research is to both theoretically and empirically catalog the different ways one could expect consumption in a household after retirement to be different than consumption before retirement. The long term goal of this research is to help better inform best practices for financial planners, professionals and educators in the construction of financially prudent retirement plans. This decomposition can be separated generally into three main paradigms. The first two of these paradigms concern how preferences affect consumption before and during retirement, while the third is concerned with the financial constraints retirement brings.

Description: This paper introduces the author's globalization model of work and retirement in the 21st century. To make the model work, there is a need for a prototype social security system with many desirable features called National Provident Fund for each nation.

Description: A collection of essays aimed to gather perspectives, opinions and data on how to advance the state of effective retirement planning to assist individuals, actuaries, financial advisors, employers, and other stakeholders. The goal was to explore ideas and thoughts on identifying current and alternative means of achieving and measuring retirement income adequacy.

Description: Overview of the papers presented at the Retirement Implications of Demographic and Family Change Symposium

Description: Informal discussion 2017 LT100 transcript for Session 1C: Impact of Aging: Biggest Current Policy Challenges from the U.K./U.S./Canada as a Result of Aging?

Description: This paper examines the impact on retirement goals and savings behavior by participants in financial education seminars offered by TIAA-CREF .

Description: This document is a summary of a presentation made at the 1975 SOA annual meeting discussing current and future trends with regard to: a Population and mortality, b Family structure, c Forms and role of government, d Economic forces including the saving process, productivity, and inflation., and e Public attitudes. The impact of these items on savings vs protection, individual versus pension, public versus private, pension product design, marketing and distribution and investment policy is discussed.

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