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

Description: An interview providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement adequacy.

Description: The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September 2020. This article summarizes some key points from the testimony and also offers ideas for how employers can help employees and retirees deal with these issues. There are two different audiences that employers deal with as a result of diminished capacity – the individuals whose capacity is diminished, and those who help them.

Description: Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your family, your generation, your income and a host of other socioeconomic factors. The presenters will review the study, 'Financial Perspectives on Aging and Retirement Across the Generations' with an eye towards how these findings impact public policy, plan design for employers and financial planning for individuals and families.

Description: Interview with Liz Davidson, Founder and CEO of Financial Finesse.

Description: Feature article discussing the impact of the crisis that started in 2008 on pension plans and pension policies in a variety of countries.

Description: Phased retirement and longer work are growing more important. This article suggests a variety of public changes to improve opportunities and options.

Description: The abstract for the paper Tax Considerations in a Mandatory Universal Pension System.

Description: Chapter 3 of the Models for Retirement Policy Analysis. This chapter describes the Dynamic Simulation of Model Income DYNASIM which was the first large scale dynamic microsimulation model of the socioeconomic status and behavior of individuals and families. The strengths and limitations of the approach are addressed as well as accessibility and ease of use.