Description: This paper suggests a number of legislative changes, educational efforts, and changes in annuity products and asset allocation software that could assist workers and retirees to better prepare for and respond to declining mortality rates and future increases in income needs. From Retirement Needs Framework, M-RS00-1.

Description: This paper suggests a possible framework for the mandatory annuitization of U.S. retirement savings, considers the experience of other countries and analyzes the advantages and disadvantages of mandatory annuitization.

Description: This paper employs a static-component projection methodology as a first step in a more complex research agenda focusing on developing detailed population projections in which mortality, disability, and disease are represented as linked phenomena with changes in any one impacting the other two. From Retirement Needs Framework, M-RS00-1.

Description: Article The 1979 Annual Report of the Trustees Of the U.S. Social Security Programs by Bartlett in The Actuary, June 1979, Volume 13, Number 6

Description: Presented at Living to 100 Symposium, January 2011. The U.S. retirement system has many defects that affect individuals’ ability to survive living to 100. This paper explores some of the problems that individuals face and recommends changes that could make the U.S. system work better.

Description: List of Tables. From Retirement Implications of Demographic and Family Change Symposium Monograph, M-RS02-2.

Description: This paper offers a preliminary exploration of the implications of alternative mandatory annuity designs in a privatized Social Security environment. From Retirement Needs Framework, M-RS00-1.

Description: This presentation from the 1998 Actuarial Research Conference is about about retirement plans in the late 1990's. From Actuarial Research Clearing House 1999, Vol. 1.

Description: This paper is a response to the comments on the Tracker Plan, a concept for U.S. pension reform.