Description: This study provides insights into the savings and retirement planning of 35- to 45-year-olds and the attitudes, beliefs, life experiences, pressures, and other factors that influence their savings and planning.

Description: Research the impact of illiquid investments on pension plan funding, design, and risk management strategies.

Description: The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a sampling of new financial technologies (fintech) and their applications related to retirement savings systems affecting participants, plan sponsors and service providers.

Description: This report investigates the financial consequences of delaying CPP payments. The intent is to provide a quantitative basis to better inform the take-up decisions of Canadians for whom delaying CPP benefits might provide improved financial outcomes and greater retirement income security.

Description: Essay submission on impact of COVID-19 on retirement.

Description: This report is an update to a 2014 paper related to changes in the continually evolving pension risk transfer landscape. This updated report seeks to discuss pension risk transfer in depth and identify key de-risking actions, alternatives and triggers that impact pension risk transfer strategies.

Description: Replacement rates have historically been a tool to determine the adequacy of retirement income to maintain an individual’s standard of living. Numerous conceptual and methodological issues lie, however, beneath its simple exterior. The purpose of this paper is to examine these underlying issues for the benefit of retirement security stakeholders, pension plan sponsors, advisors, financial product providers, and individuals planning for retirement.

Description: This report presents a comprehensive review of recent mortality experience of uninsured private retirement plans in the United States.

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

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.