Description: Builds on the 2014 Pension Research Council meeting and paper authored by myself and Andrew Peterson, plus other meeting content to focus on alternative views for the future of the pension system.

Description: September issue of PSN

Description: Interview with Sudipto Banerjee

Description: This article helps illustrate that a guaranteed income stream in retirement has much more value than merely longevity protection. Used properly, a payout annuity is also a hedge against one's retirement nest egg evaporating, leaving the retiree living check to check on a fixed income only. The article will be of interest to those involved in product development and design, sales and marketing, and payout annuities or guaranteed withdrawal benefits in general.

Description: This paper is a comment on the Tracker Plan, a concept for U.S. pension reform.

Description: Fiduciaries play a vital role in the financial health of a pension plan. How they carry out their duties is a question of increasing interest to beneficiaries, regulators, shareholders and taxpayers. Having a clear, logical and well-documented risk management process in place can make a big difference.

Description: This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

Description: Proposes a benchmark consisting of TIPs and deferred income annuities for retirement asset allocation decisions.

Description: In this article, the author reports on the current work of the Committee on Post-Retirement Needs and Risks CPRNR. From Pension Section News, October 2011, Issue No. 75.

Description: SOA surveys public attitudes about post-retirement risk and its management every two years. This is 7th survey. Article provides highlights of 2013 survey, comments on longer term findings, and information about how to use results. Results are useful for those managing pension plans, developing products, helping individuals and also for policymakers. This issues are particularly important in situations where there are no defined benefit plans.