Re-Envisioning Retirement

Re-Envisioning Retirement in the 21st Century
May 3–4, 2006
Omni Shoreham Hotel
Washington, D.C.

Final Papers 

For all presentations currently posted, click here (zipped file).

Session 1: Evolving Retirement Risks
The Future of Retirement—An Exploration and Comparison of Different Scenarios
Anna Rappaport, FSA, EA, MAAA
Anna Rappaport Consulting

Proposals for Sharing Investment and Longevity Risks in U.S. Retirement Plans
Beverly Orth, FSA, J.D.
Principal
Mercer Human Resources Consulting

William R. Hallmark, ASA, EA, MAAA
Principal
Mercer Human Resource Consulting

Session 2: Improving Models for Sharing of Risk
EAN Method for Gradual Retirement
Louis Doray, ASA, Ph.D.
Professor
University of Montreal

Mortality Improvement: Select Birth Cohorts and Their Effect on Pricing of Survivor Bonds
Richard MacMinn, Ph.D.
Edmondson-Miller Chair in Insurance and Financial Services
Illinois State University

Session 3: Improving Models for Saving for Retirement
Model Retirement Income Program
William Leslie, FSA, MAAA
ING

Press Quotes 
Pursuing Universal Retirement Security through Automatic IRAs
David C. John
Research Fellow
The Heritage Foundation

Mark Iwry
U.S. Treasury Department

Session 4: Beyond the Horizon
Globalizing Work and Retirement in the E-Century
Chiu-Cheng Chang, FSA, FCIA, MAAA, CLU, ChFc, FAIRC, FSII, Ph.D.
Professor, Graduate Institute of Management
Chang Gung University

Aging of the Elderly: Inragenerational vs. Intergenerational Funding Approaches to Coping with Improved Longevity
Susan St. John, BCS, MA, Ph.D.
Auckland University

Yung-Ping (Bing) Chen, Ph.D.
Frank Manning Eminent Scholar
Gerontology Institute

Session 5: Social Balance
Tax Considerations in a Mandatory Universal Pension System
Jonathan Forman
Professor of Law
University of Oklahoma

Adam Carasso
The Urban Institute

Social Security, Medicare: Removing the Disincentives for Long Careers
Gopi Shah, FSA
Graduate Student
Stanford University

Session 6: First Steps Towards Tomorrow
Averting the Retirement Income Crisis
Carol R. Sears, EA, MAAA, FSPA, FCA
Consulting Actuary
Actuarial Consulting Group, Inc.

Scott D. Miller, EA, MAAA, FSPA, FCA, CPC
Principal
Actuarial Consulting Group, Inc.

A Mercer Perspective—The Retirement Shares Plan: A Breakthrough in Retirement Plan Design
    Supplement
A Mercer paper presented by: Don Fuerst, FSA, EA, MAAA, FCA

Thanks to Jon Forman.