Description: This paper examines the growing trend toward phased retirement in which workers move slowly into full-time leisure, and then the paper suggests alternative pension designs to accommodate the trend. From Retirement Needs Framework, M-RS00-1.

Description: Abstract paper for Optimal Retirement Age.

Description: This paper talks about shifting from defined benefit to defined contribution plans and the risk involved.

Description: This article notes that actuaries can play a crucial role in assisting the couple, the attorney's and the human resources professional in alleviating headaches spawned by QDROs and provides simple steps to follow to minimize complexity, thereby saving legal and consulting fees for the divorcing couple and easing their stress.

Description: In this video Steve Siegel, a Senior Practice Research Actuary at the Society of Actuaries Research Institute, discusses a study focusing on the retirement planning of 35 to 45 year olds. The study explores how income, family dynamics, and other factors influence retirement decisions. Despite the importance of retirement, many participants hadn’t deeply considered it, and obstacles such as financial stress and uncertainty hindered their saving efforts. The report offers recommendations for future research and tools to help individuals better envision their retirement lifestyles. Contributors: Steve Siegel, ASA, MAAA; Rose Northon; Jon Forster ASA, MAAA

Description: Fact sheet describing the report, "New CPP Enhancements: What do they mean for Canadian workers and seniors?

Description: Summary sheet of the report, Tale of Two Pension Plans: Measuring Pension Plan Risk From an Economic Capital Perspective.

Description: In this paper, the authors have analyzed the Cash Balance pension and contributions using the methods and principles of financial economics, to give a market consistent evaluation of the costs of the CB liability.

Description: The standard for measuring retirement income adequacy has been the final earnings replacement rate (usually targeted at 70%). But - does it work?