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Keeping Retirement Plans Secure in an Insecure World

Description

The Society of Actuaries (SOA) Research Institute’s Aging and Retirement Strategic Research Program and LIMRA’s Secure Retirement Institute are pleased to release a report summarizing a series of interviews with retirement plan recordkeepers and subject matter experts regarding industry practices in financial crimes and fraud prevention. The report was authored by Alison Salka, Sr. Vice President and Director, LIMRA and Eric Sondergeld, Independent Strategy Consultant and Researcher.

Material

Keeping Retirement Plans Secure in an Insecure World
Keeping Retirement Plans Secure in an Insecure World, Simple Chinese Summary

Acknowledgments

The SOA Research Institute’s Aging and Retirement Strategic Research Program would like to thank the following individuals for their input throughout this project:

Paula Hogan
Jen Keefe
Cindy Levering
Sandy Mackenzie
Betty Meredith
Jonah Morales
Gary Mottola
Hector Ortiz
Anna Rappaport
Sara Rix
Faisal Siddiqi
Steve Vernon
Steven Siegel, SOA Sr. Practice Research Actuary
Barbara Scott, SOA Sr. Research Administrator

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If you have comments or questions, please send an email to research@soa.org.