Forced Retirement Risk and Portfolio Choice

Older workers in Canada and the U.S. face a significant risk of being forced to retire before their planned retirement ages. In this project, we examine the implications of this risk on late-in-life portfolio management.

Canadians’ Preparation for Retirement (CPR)

In this report, we present and describe a comprehensive stochastic retirement income calculator (Canadians’ Preparedness for Retirement, or CPR) that will be made available to the general public in the near future.

Transition from Defined Benefit to Target Benefit

Transition from Defined Benefit to Target Benefit Industry Report Mary Hardy, David Saunders, and Xiaobai Zhu Department of Statistics and Actuarial Science, University of Waterloo Download the Industry Report Highlights This article is a summary of the paper by the same authors, titled “Long and short term optimal transition from a defined benefit to a… View Article