Keeping Retirement Plans Secure in an Insecure World
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.
The SOA Research Institute’s Aging and Retirement Strategic Research Program would like to thank the following individuals for their input throughout this project:
Steven Siegel, SOA Sr. Practice Research Actuary
Barbara Scott, SOA Sr. Research Administrator
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