Description: Hear from the Chairperson on themes in the October Retirement Section News published by the Retirement Section.

Description: Hear from the staff fellow on themes in the October Retirement Section News published by the Retirement Section.

Description: The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed to pay out a guaranteed retirement income for the life of the retiree (and, when applicable, a beneficiary). However, over the last several decades, the number of private-sector employees covered under these traditional plans has decreased dramatically and been replaced by defined contribution (DC) plans. In contrast, public-sector retirement plans, which are exempt from ERISA, have seen a much smaller decline in DB plans. There are many differences in the private and public sector that likely contributed to this phenomenon, but ERISA and the many amendments to it has been a major factor.

Description: Description of US Social Security COLA effective December 2025 and other automatic adjustments effective for 2026

Description: Description of Social Security COLA for December 2020 and wage-indexed program parameters for 2021.

Description: Discusses help those who do not have enough quarters of work to qualify for Social Security.

Description: Chapter 2 examines the long history of social security in Mexico, noting that for most of its history, Mexican social security was highly selective and never universal. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: Chapter 8 describes the behavior of the AFOREs, how the funds could have performed minus the restrictions, and private company performance. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: This paper addresses some of the issues arising from the combination of lower birth rates and increasing life expectancy, which have become more pronounced over the past 40 years in Canada and many other countries, too. The paper examines the effect of a gradual increase in retirement ages in order to attempt to maintain the “senior dependency ratio” at or close to its current level.

Description: Chapter 6 raises the issue that pension privatization does not generate income. Consequently, a way must be found to continue payments to the transition generation still under the old pay-as-you-go system. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1