Description: This article looks at critical points in my life, offers a very brief bio, and then explains how I used the experiences to learn decade by decade. It is motivated by wanting to tell the story of how able I am to contribute to the SOA and other activities at the age of 85. It is motivated by offering this story as a way to motivate others.

Description: This research report on retirement risks and solutions for the middle market was presented in a webcast by the Retirement Income Industry Association. The market was identified, profiled and risk assessed. Then the needs and challenges were assessed and solutions were were offered.

Description: This study builds on the prior studies, Measures of Retirement Benefit Adequacy and Improving Retirement Outcomes: Timing, Phasing, and Benefit Claiming, with a specific focus on how longevity impacts household financial needs in retirement and which strategies can best address these financial strains. A major conclusion from this research is that the risk of living long should be more carefully incorporated in household retirement planning.

Description: This presentation provides insights into SOA Research on retirees ages 85 and older.

Description: This article reviews key findings from the research done by the SOA on Financial Perspectives on Aging and Retirement Across the Generations with a special focus on the impact for millennials and how employers are responding

Description: This paper provides an overview of the employee benefit package, provides data and discusses issues with regard to cost variation, and shows how this data can be combined to provide an understanding of the variation for different employee benefit packages.

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

Description: This article looks at changes in life spans and retirement ages. The changes are completely out of sync. The history of retirement and retirement ages is reviewed. The article finds that while life spans were increasing for many years, retirement ages were dropping and then they had a modest increase recently. There are parallel issues in many countries and some international data is provided. The issue of working as part of retirement and phased retirement are introduced. The article concludes that more change is needed and that the failure to keep retirement ages updated is one of the reasons for the decline in defined benefit plans.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.