Description: Retirement income can be provided by Social Security, employer-provided pension plans, personal savings and family support. With the growth of Social Security and employer-provided pensions, and the decline in birth rates and marriage rates, the role of families in the U.S. retirement system has declined.

Description: The Committee on Post Retirement Needs and Risks completed a landmark effort examining the major decisions encountered in retirement. Drawing upon the expertise of prominent retirement professionals, the result is a thought-provoking series of issue briefs written in everyday language. The briefs tackle a variety of retirement decisions with practical considerations and advice.

Description: Full retirement market study of Latin America in Spanish.

Description: This report summarizes thoughts and questions raised during the conversation focused on the possible impact of COVID-19 on senior housing and related decisions that retirees and their families may need to make.

Description: Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective.

Description: This is a short story on the retirement income calculator.

Description: Compilation of the answers gathered through the survey, Will Retirement Assets Last a Lifetime?

Description: Slide deck from presentation given to Long-Term Care Discussion Group on February 28,2022.

Description: Women have different resources and experiences than men in retirement, partly due to demographic and life cycle differences and partly due to societal practices. This article reviews the differences, the situation 25 years ago, and then compares the situation 25 years ago to the situation today. Some of the big long lasting issues are differences in life spans and periods of disability, differences in pay, different shares of caregiving responsibility and differences of time out of the workplace. It finds some things that have improved, but other issues that existed 25 years ago have still not been addressed. New issues have arisen. The article draws on a presentation given at the 25th anniversary of the Women’s Institute for a Secure Retirement (WISER). It also focuses on the impact of COVID and the changes that have taken place in the workplace in the last few years. It provides insights into and discussions of the pros and cons of remote and hybrid work arrangements. It provides insights into issues that still need to be addressed.

Description: This report introduces a framework for assessing the impact of retirement plans on organizational success. It highlights the direct and indirect benefits of well-designed retirement plans and includes 10 key considerations, metrics, and measures of workforce dynamics. The framework helps companies prioritize necessary changes, with examples and case studies illustrating successful applications and potential risks.