Description: This paper proposes a mandatory universal pension system MUPS which would be a system of fully portable IRA accounts piggy-backed on to existing Social Security withholding.

Description: This article summarizes the presentations by the Society of Actuaries and the Academy of Actuaries at the January 2015 National Academy of Social Insurance (NASI) Roundtables in Washington DC. SOA presented on the 2014 SOA monograph series "The Link between Retirement Security and Long-Term Care."

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

Description: This article summarizes the Wharton Conference focusing on retirement policy and changing retirement policy. From Pension Section News, September 2004, Issue No. 56.

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

Description: This paper discusses the proposed compulsory savings program combined with transparent investment vehicles designed to promote competition based on expense levels, fund performance and customer service. At retirement 50% of the account is annuitized in Participating Variable Annuity (PVA) backed by TIPS. All investment experience, expenses, and pooled longevity experience is passed to annuitants through periodic benefit adjustments. Annuities are priced uniformly based on age at commencement.

Description: Responding to Sandy Mackenzie's "Report", these comments primarily suggest additional disclosures for assessing public pension plan financial health.

Description: This article addresses challenges that arise later on in retirement years related to support systems, physical needs, and living arrangements. It highlights the "Late-in-Life Decisions Guide" published by the Society of Actuaries in 2022.

Description: In 1995, Mexico replaced the public pay-as-you-go system by a privately managed system based on individual accounts. This paper analyzes the causes that made necessary the reform of the old Mexican pay-as-you-go pension system. A description of the modifications and current situation of the pension system also are discussed. The paper concludes that although the pension system has been modified during the last few years, there are still some weaknesses that have to be corrected to provide an appropriate retirement benefit to workers.

Description: Chapter 3 describes the current situation in Mexico by which new workers must be a part of the mandated defined contribution plan. Older workers may opt to stay with the former defined benefit system. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.