Description: An interview with Michelle Richter-Gordon which provides a look at how DC participants feel about their financial security in retirement and suggests how retirement professionals can improve the financial security of retirees during the decumulation phase.

Description: This article is an interview of two fraud experts who talk about the feedback on retirement fraud they received from surveying record keepers.

Description: The SOA Research Institute tasked the Workforce Science Institute to investigate how retirement benefit plans can affect a plan sponsor’s workforce and business results. The following is an interview with Rick Guzzo and Haig Nalbantian co-founders of the Workforce Science Institute who are the researchers on this project. The interview gives a helicopter view of the project as well as provides some “food for thought” on how retirement plans can be designed to produce an effective workforce.

Description: An overview of the state old age pension systems in four European countries that is intended to provide additional international context for a discussion of possible design and financing reforms for US social security.

Description: This article highlights the Late-in-Life Decisions Guide recently published by the SOA. It includes interviews with three retirement professionals.

Description: Lifetime pension pools convert a lump sum into lifelong income, periodically adjusting benefit payouts based on mortality and investment experience. Volatility-targeting strategies can enhance benefit stability by dynamically adjusting the investment portfolio’s exposure to risky assets in the context of these pools, demonstrating superior performance compared to traditional static asset allocation methods.

Description: Interview with Karen Lockridge, FSA, FCIA and Francisca Quinn regarding fiduciary concerns with and future outlook for Environmental, Social and Governance (ESG) investing.