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

Description: Actuaries can be well suited to provide consulting to both DB and DC plans. We focus on DC design and the important nondiscrimination test requirements that need to be at the core of a plan design project. Plan design for DC plans seems easy, but should not be looked at any less seriously than DB plan design. The key steps are the same as DB plan design. We review key concepts that plan design actuaries want to know.

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: 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: 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: This article describes several uses of pension surplus assets and makes a case for maintaining and growing a surplus.

Description: Read the chairperson's annual newsletter to learn more about the Retirement Section Council's (RSC) activities and new members of the leadership team, including the 2024 chairperson.

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

Description: Discusses SOA research report evaluating pension de-risking strategies.