Description: This paper examines the history, reasons, and impact of the shift from traditional defined benefit plans to hybrid plans. Also discussed are the need for good communication, and for further regulation. From Cash Balance Symposium Monograph, M-RS02-3.

Description: This paper examines some of the issues threatening the current health of the Social Security System, and how all or part of the system could be replaced by a cash balance plan. From Cash Balance Symposium Monograph, M-RS02-3.

Description: Appendix A presents, in table form, basic DROP design features in 24 different public-sector locations. From Design and Actuarial Aspects of Deferred Retirement Option Programs, M-RS03-2.

Description: Chapter 1 describes important changes in Mexico in the 1990s such as re-privatization of banks, relaxed financial regulation, membership in NAFTA and OECD, and political change at the federal level. From Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, M-RS02-1.

Description: This is the informal discussion transcript for concurrent Session 6B: The Changing Face of Elder Care from the January 4-6, 2017 Living to 100 Symposium.

Description: This is the General Session VI transcript on the Senior Citizen in 2050 from the January 4-6, 2017 Living to 100 Symposium in Orlando

Description: The specific aim of the proposed research is to both theoretically and empirically catalog the different ways one could expect consumption in a household after retirement to be different than consumption before retirement. The long term goal of this research is to help better inform best practices for financial planners, professionals and educators in the construction of financially prudent retirement plans. This decomposition can be separated generally into three main paradigms. The first two of these paradigms concern how preferences affect consumption before and during retirement, while the third is concerned with the financial constraints retirement brings.

Description: This is the Does Migration Result in Mortality Improvement: A Case Study in Taiwan abstract authored by Chih-Kai Chang, Jack C. Yue, and Yen-Wen Chen for Session 3B of the January 13-15, 2020 Living to 100 Symposium in Orlando, Florida.