August 2026
21Aug

Multiemployer Pension Funding Study: Midyear 2026

By Tim Connor, Rex Barker, Timothy Herman & Nina Lantz The results in this study were derived from publicly available IRS Form 5500 data filed through June 2026 for all multiemployer DB plans, numbering around 1,200 plans. Data for a limited number of plans that clearly were erroneous was modified to ensure that the results were reasonable and a sufficiently complete representation of the multiemployer universe. Such adjustments were associated with an immaterial number of plans. Liability amounts were based on...

August 21, 2026
Books, Books, Reports, System Sustainability, , ,
Read more...
21Aug

Being single in retirement – a key issue for the Pensions Commission?

By LCP The paper considers whether pensions policy is keeping pace with these changes and explores different approaches for the Pensions Commission to consider. These include strengthening pension saving for lower-earning partners, reviewing pension-sharing arrangements following the breakdown of cohabiting relationships, assessing the impact of no-fault divorce reforms, and exploring whether joint-life annuities should become the default. Get the report here

August 21, 2026
Books, Books, Reports, System Sustainability, , , ,
Read more...
14Aug

Ageing in Latin America and the Caribbean: inclusion and rights of older persons

By NU & CEPAL In Latin America and the Caribbean, population ageing —a demographic phenomenon that is characterized by an increase in the proportion of older persons and the lengthening of the life cycle— presents both opportunities and challenges for public policy. This document presents the report of Latin America and the Caribbean for the fourth review and appraisal of the Madrid International Plan of Action on Ageing, 2002. The report analyses the current situation of ageing in the region and...

August 14, 2026
Aging, Books, Books, Reports, , ,
Read more...
14Aug

Expanding Social Protection and Addressing Informality in Latin America

By Jens Matthias Arnold, Aida Caldera & Elizabeth Friesen Informality remains a defining feature of Latin America’s labour markets, with around half of workers employed outside formal arrangements. While rates have slowly declined in some countries, progress is uneven and fragile. The many faces of informality — from self-employed vendors to domestic workers and employees in small firms — highlight the diverse realities of those without contracts, secure incomes, or access to social protection. The COVID-19 pandemic was a wake-up...

August 14, 2026
Books, Books, Reports, System Characterization, , ,
Read more...
07Aug

State of Pensions 2026: 7th Annual Edition

By Equable Institute State of Pensions is Equable Institute’s annual report on the status of statewide public pension systems, put into a historic context. Governments face a wide range of challenges in general – and some of the largest are growing, and often unpredictable, pension costs. State of Pensions analyzes trends in public pension funding, investments, contributions, cash flows, and benefits for 253 of the largest statewide and municipal retirement systems in all 50 states to illuminate the scale and...

August 7, 2026
Books, Books, Reports, System Sustainability, , , ,
Read more...
07Aug

The macroeconomic and fiscal impact of population ageing

By Katalin Bodnár & Carolin Nerlich The euro area, like many other advanced economies, has entered an era of drastic demographic change. Without appropriate policy responses, population ageing in the euro area is posing formidable challenges for potential growth, monetary policy and public finances. This paper examines – from a central bank’s perspective – the macroeconomic and fiscal effects of population ageing in the euro area and looks at the main challenges ahead in the next decades. Total population in the...

August 7, 2026
Aging, Books, Books, Reports, , , ,
Read more...

July 2026
24Jul

2026 Read on Retirement: A new era of retirement

By Black Rock When we look at confidence, we see savers who feel better about retirement than they have in years. But beneath that optimism, retirement income expectations and savings behavior tell a different story. And that gap is not experienced equally. Retirement challenges increasingly vary by generation and gender— revealing a retirement system that is becoming more individualized. Workplace savers increasingly know what they need to do, but competing financial priorities are making it harder to act. The challenge is less...

July 24, 2026
Books, Books, Reports, System Characterization, , , ,
Read more...
24Jul

Pensions at a Glance Asia/Pacific 2024

By OECD This study presents a range of indicators to enable comparisons between the pension systems of economies in the Asia/Pacific region. It also includes data for the larger countries that are members of the Organisation for Economic Co‑operation and Development (OECD). The report was drafted by Andrew Reilly of the Social Policy Division of the OECD Secretariat. Lucy Hulett prepared the manuscript for publication. For this sixth report we are again indebted to the national experts who contributed to...

July 24, 2026
Books, Books, Reports, System Characterization, , , ,
Read more...
17Jul

2026 Annual Report

By PSP Investments PSP Investments closed fiscal 2026 with $320.6 billion in net assets under management, delivering a 6.5% one-year net return, and an 8.8% net annualized return over 10 years. Over the past decade, our diversified portfolio has generated $14.5 billion in cumulative net investment gains above the Reference Portfolio, a sustained track record that continues to strengthen the long-term funding position of the pension plans we support. In a year marked by heightened volatility and uncertainty, our portfolio...

July 17, 2026
Books, Books, Pension Management, Reports, , ,
Read more...
17Jul

Inclusive Pensions for an Aging World: Evidence and Strategies for Engaging Informal Workers

By Clément Joubert, Jessica Meckler, Simrin Makhija & Lili Vessereau This Working Paper reviews how different countries have designed pension schemes for informal workers. It focuses on contributory schemes for the “missing middle”: informal workers who have sufficiently stable incomes to save for old age but lack access to suitable pension options. The paper draws upon public documentation and literature on how to target and scale pension schemes for informal sector workers. The world is experiencing a demographic shift in which populations...

July 17, 2026
Books, Books, Pension design, Reports, , ,
Read more...