Description: SAVER Summit Looks at Retirement Needs and Savings Plans by Anna M. Rappaport from Pension Section News, August 1998, Issue No. 37.

Description: In this article, author Anna Rappaport discusses highlights and wake-up calls from the December, 2009 Annual Retirement Security Symposium.

Description: This article focuses on retirement decisions, phased retirement and related policy issues, calling for actuaries to take on leadership roles in retirement public discussion.

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: Provides an overview of several EBRI studies on spending by older Americans and brings together with Society of Actuaries research on shocks in retirement.

Description: Offers some perspectives on retirement advice and the employer after the April, 2016 Department of Labor new fiduciary rules. Builds on SOA research project from the Committee on Post-Retirement Needs and Risk, Retirement and Investment Advice: A Guide for Employers

Description: Discussion of the need to understand the implications of demographic and family diversity for the design of retirement programs. The design of retirement programs is a design of programs for the elderly, who are more often women, because women live longer and because their work histories often lead to reduced levels of pension and social security benefits.

Description: Discusses interaction of phased retirement options and public policy, barriers and challenges, and provides a number of suggestions for improving public policy.

Description: The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September 2020. This article summarizes some key points from the testimony and also offers ideas for how employers can help employees and retirees deal with these issues. There are two different audiences that employers deal with as a result of diminished capacity – the individuals whose capacity is diminished, and those who help them.