Description: One of the significant changes for Baby Boomers approaching retirement has been the increased responsibility placed on individuals to make more decisions and take additional personal responsibility for their retirement planning. At the 2008 Society of Actuaries Annual Meeting, the authors presented a session focused on key decisions that individuals must make as they plan for retirement. This article summarizes the presentation at that session from two perspectives: that of an actuary, and that of a financial planner/wealth manager.

Description: Overview of ideas about longevity risk management focused in part on plan design and on adjusting retirement ages, the interaction of multiple risks and on collective and multiple entity plans. Key ideas from the 2013 Pension Research Council meeting are included and several sets of resources are cited.

Description: Report on 2013 committee activities and a cumulative summary of key findings of the research. There ae many consistent themes. Description of major ongoing work project.

Description: Author's view of important issues raised in EBRI 35'th anniversary policy forum and other settings, together with commentary and related public policy recommendations. Goal is to encourage readers to think about the situation today and where it might be going, and to help them identify important issues that need attention.

Description: A summary and description of a recent publication by the Committee on Post-Retirement Needs and Risks of the Society of Actuaries.

Description: Discusses key issues to improve the retirement system in the U.S. in a primarily defined contribution environment. Focuses on age at retirement, how people retire, and covering risks including disability and longevity risk. Some ideas are feasible within current environment and some require policy change.

Description: Discussion of January 2008 'Living to 100 and Beyond' Symposia co-sponsored by the Society of Actuaries.

Description: Interview with Blaine Aiken to learn about recent developments in fiduciary responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial advisors are subject to. These developments are linked to changes in the code of ethics that apply to CFPs.

Description: This session from the 1995 SOA Vancouver Meeting discusses recent economic developments leading many companies to reduce their workforce, examines the impact of this activity on the pension plan, nondiscrimination rules and explores design options that have been used in conjunction with downsizing. From the Record of the Society of Actuaries, Vol. 21, No. 3a.

Description: Article discussion information to included in an engagement letter and suggestions on how to negotiate them with clients.