The Next Evolution in Defined Contribution Retirement Plan Design – A Guide for DC Plan Sponsors to Implementing Retirement Income Programs

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available a report intended to help plan sponsor fiduciaries understand existing options when studying retirement income solutions for DC retirement plans. The report was authored by Steve Vernon of the Stanford Center on Longevity.

There is also a PowerPoint Presentation summarizing the research available for readers and those interested in presenting the material.

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at

The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following members of the working group for their input:

  • Sandy Mackenzie, Chair
  • Carol Bogosian
  • Todd Bryden
  • Steve Cooperstein
  • Don Fuerst
  • Kelli Hueler
  • Cindy Levering
  • David Manuszak
  • Betty Meredith
  • Richard Pretty
  • Anna Rappaport
  • Joe Tomlinson
  • Andrew Peterson, SOA Staff Fellow
  • Steve Siegel, SOA Research Actuary
  • Barbara Scott, SOA Research Administrator