Foundations in Research for Regulatory Guidelines on the Design & Operation of Retirement Income Solutions in DC Plans

Research Projects - Aging

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available a report about the design and implementation of retirement income solutions in DC plans, informing plan sponsors on options to better meet the retirement security needs of workers who do not participate in DB plans. The report was authored by Steve Vernon of the Stanford Center on Longevity and is a follow-up to a report intended to help plan sponsor fiduciaries understand existing options when studying retirement income solutions for DC retirement plans. Click here to view that report.

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:

Carol Bogosian
Cindy Levering
Don Fuerst
Tonya Manning
Anna Rappaport
Andrew Peterson, SOA Staff Fellow
Steve Siegel, SOA Research Actuary
Barbara Scott, SOA Research Administrator