Publications for Professionals

Still River publishes, eight times a year, a research report relating to the municipal pension plans market. This page also lists some older analyses on other retirement-related subjects from prior years.

 
Municipal Retirement Plans Analytical Reports
 
How Defined Benefit Plans Have Changed for Municipal Employees over the Past Generation or So (September 2022)
2021 Teacher Pension Bills: What They Were, What Became of Them (February 2022)
COLAs for Local Government Employees (October 2021)
Plan Features of Existing Local Government Cash Balance Plans (August 2021)
Municipal 457(b) Plans: Who Has Them, Who Administers Them (July 2021)
 
Older Topics Download Read Online
Rethinking Retirement "Gap" Analysis June, 2014
How We Sell - and Why We Fail to Sell - Annuities February, 2012
The Roth Conversion Gamble January, 2010
The New Wild West: Integrating Financial and Life Planning in the Second Half of Life August, 2009
Retirement Income Planning Lessons from the Economic Meltdown February, 2009
Piercing the Monte Carlo Mystique in Retirement Income Planning April, 2008
Whither Goes the 403(b) Market in 2008? December, 2007
The Greatest (and Unrecognized) Financial Risk for Retirees October, 2007
Half-Baked Investment Concepts for Retirees June, 2007
Retirement Income Planning, Part 15: Can the Retiree Market Be Profitable for Advisors? April, 2007
Retirement Income Planning, Part 14: Are We Missing the Boat on Retiree Expenses? December, 2006
Providing Personalized Financial Advice to Your Retiring and Retired Employees. November, 2006
Retirement Income Planning, Part 12: The Fallacy of the One Best Solution. October, 2006
Retirement Income Planning, Part 11: Early Retirement Offers as a Special Case and a Special Opportunity. August, 2006
Retirement Income Planning, Part 10: Risk Analysis and Calculation Methods May, 2006
Retirement Income Planning, Part 9: Are New Products a Solution or a Stopgap? April, 2006
Retirement Income Planning, Part 8: What Income Planning Will Look Like in 2010. October, 2005
Retirement Income Planning, Part 7: Toward Truly "Holistic" Planning. May, 2005.
Retirement Income Planning, Part 6: Providing the Information That People Need. January, 2005.
Retirement Income Planning, Part 5: The Right Time to Annuitize. November, 2004.
Retirement Income Planning, Part 4: Beyond Monte Carlo. September, 2004.
Retirement Income Planning, Part 3: Risk and Investment Strategy for Retirees. May, 2004.
Retirement Income Planning, Part 2: A Realistic Comprehensive Planning Model. February, 2004.
Retirement Income Planning, Part 1: What People Want. November, 2003.
Asset Allocation - A New Approach. July, 2003.
Strategies for Liquidating Assets at Retirement. February, 2003.
A Needs-Based Approach to Decisions to Annuitize at Retirement. December, 2002.
A Needs-Based Approach to Post-retirement Withdrawals from Savings. September, 2002.
Asset Allocation for a New Decade. April, 2002.
    
 
 

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· 75 Broad St., Pittsfield, MA 01201
· Contact us by email: info@stillriverretire.com