By Jaquiline Amani This qualitative study explored prospective teacher retirees’ perceived fears about retirement and identified key drivers of retirement anxiety. Data were collected through focus group discussions with 22 teachers from two regions of Tanzania. The participants were purposively selected from public schools and had ten years or less remaining before reaching voluntary or […]

By Grant Laschowski & Norm O’Reilly This research aims to investigate the financial well-being (FWB) of retired male athletes in major professional North American team sports. Framed around Kempson’s (2017) FWB Model, the aim of this research is (1) to identify the key drivers that influence how retired athletes feel about their current financial situations […]

By Travis Campbell & Yana Van Der Meulen Rodgers The emerging field of LGBTQ+ economics has convincingly demonstrated that LGBTQ+ individuals face distinct labor market disparities. This chapter provides an overview of their unfavorable labor market outcomes and then focuses on several specific issues for transgender workers. Previous studies show that gender-affirming care can improve […]

Surging investment returns outpaced slow-growing liabilities in May, bringing the funded status of the 100 largest U.S. corporate defined benefit pension funds to 109.6%—the highest ratio recorded since the 109.9% mark observed in July 2001—according to Milliman’s Pension Funding Index. Thanks to last month’s robust 2.22% investment return, more than quadruple Milliman’s expected rate of 0.53%, the […]

The South African Reserve Bank’s higher-for-longer interest rate outlook and revised inflation expectations have sharpened a critical challenge for retirement savers and funds: generating real returns is becoming more difficult, annuity pricing and liability assumptions may need recalibration, and portfolios designed for a low-inflation environment could struggle to deliver the outcomes members expect. For years, trustee agendas have […]

New York City Comptroller Mark Levine announced Friday that the city’s pension funds would undertake a search for new asset managers to provide passive indexing of public equity stocks for the city’s five public pensions systems. Levine and the city’s pension funds said the search specifically includes seeking indexes that are weighted by market capitalization, alternatively weighted […]

Germany’s financial situation could be improved by up to €60 billion ($70 billion) annually ​by 2030 with a series of economic ‌reforms, calculations by the Ifo Institute showed on Tuesday. The study, commissioned by the employer-funded think tank New Social ​Free Market Initiative, shows that the government ​could generate around €54 billion through changes to […]