Fintech and the Retirement Savings System


Yael Hadass, PhD, Interdisciplinary Center Herzliya

Marion Laboure, PhD, Harvard University

Sally Shen, PhD, Global Risk Institute in Financial Services

John A. Turner, PhD, Pension Policy Center


The Aging and Retirement and Actuarial Innovation and Technology Strategic Research Programs are pleased to make available a report that provides a sampling of new financial technologies (fintech) and their applications related to retirement savings systems affecting participants, plan sponsors and service providers.


Fintech and the Retirement Savings System

Fintech and the Retirement Savings System Fast Facts


The SOA would like to thank the Project Oversight Group for their guidance and input on this project.

Mark Dennis
Carl Ghiselli
Sara Rix
Stacy Schaus
Lisa Ullman
Steve Siegel, SOA Sr. Research Actuary
Barbara Scott, SOA Sr. Research Administrator

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