Description: Interview highlighting FINRA research and key points raised with regard to robo-advisors and spending down of pension assets, fraud, and decision making.

Description: This article addresses challenges that arise later on in retirement years related to support systems, physical needs, and living arrangements. It highlights the "Late-in-Life Decisions Guide" published by the Society of Actuaries in 2022.

Description: Collective Defined Contribution Plans offer an option in plan design that lies somewhere between defined benefit and defined contribution plans. This is achieved by fixing the contributions to the plan, but allowing benefits to fluctuate based on experience. This article provides a basic summary of how they can be structured. There are limitations to their use in the US, but are gaining in popularity elsewhere around the globe.

Description: Hear from the staff fellow on themes in the October Retirement Section News published by the Retirement Section.

Description: An interview providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement adequacy.

Description: Hear from the staff fellow on themes in the May Retirement Section News published by the Retirement Section.

Description: The 2020 ERISA Advisory Council of the Department of Labor had a project on Considerations for Recognizing and Addressing Participants with Diminished Capacity. I delivered testimony to the ERSIA Advisory Council on this topic in September 2020. This article summarizes some key points from the testimony and also offers ideas for how employers can help employees and retirees deal with these issues. There are two different audiences that employers deal with as a result of diminished capacity – the individuals whose capacity is diminished, and those who help them.

Description: Phased retirement and longer work are growing more important. This article suggests a variety of public changes to improve opportunities and options.