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  • ERISA and Retirement Income Security: 50 Years Later

    ERISA and Retirement Income Security: 50 Years Later The traditional defined-benefit (DB) plan is a type of plan structured to provide the greatest degree of retirement income security, designed ...

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    • Authors: Mark Shemtob
    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Public Policy
  • Reforming Social Security: Lessons from Sweden

    Reforming Social Security: Lessons from Sweden An analysis of the revamped state sponsored retirement income pension gives insight into design and funding elements that might figure in reforming ...

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    • Authors: Paul Donahue
    • Date: Apr 2024
    • Competency: Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Pension finance; Pensions & Retirement>Public sector plans; Social Insurance>Social Security
  • Working Longer: How and When We Retire

    Working Longer: How and When We Retire As the population and workforce age, it is important to rethink how and when we retire. This article provides a big picture overview of issues related to ...

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    • Authors: Anna M Rappaport
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Demography>Mortality - Demography; Demography>Longevity; Demography>Population data; Pensions & Retirement
  • IRS Updates Guidance on SEPP Exception to 10% Additional Tax

    IRS Updates Guidance on SEPP Exception to 10% Additional Tax This article discusses the guidance provided in IRS Notice 2022-6 and prior guidance on whether distributions from an individual ...

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    • Authors: Mark E Griffin, Prasanthi Paritala
    • Date: Sep 2022
    • Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy
  • Why Glide Paths Should Evolve

    Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths ...

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    • Authors: Dimitry D Mindlin
    • Date: Jun 2022
    • Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
  • DC Corner: For Such a Time as This

    DC Corner: For Such a Time as This First in a series of articles for Retirement Section News focusing on Defined Contribution issues By Robert J. Reiskytl Retirement Section News, June 2022 A few ...

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    • Authors: Robert J Reiskytl
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Defined contribution and 401k plans
  • Aging: The Great Common Denominator

    Aging: The Great Common Denominator This article addresses challenges that arise later on in retirement years related to support systems, physical needs, and living arrangements. It highlights the ...

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    • Authors: Esther W Peterson
    • Date: Jan 2023
    • Competency: Professional Values; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Risk management; Public Policy
  • SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg

    SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg The article is an interview with Barbara Hogg who summarizes the results of a survey of Americans about their awareness of ...

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    • Authors: Patrick Ring
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • Megatrends Impacting the Future of Retirement Plans

    Megatrends Impacting the Future of Retirement Plans This article is a summary of the SOA Research Institute report published in April 2023 on Megatrends Impacting the Future of Retirement Plans.

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    • Authors: Esther W Peterson
    • Date: Oct 2023
    • Competency: Leadership; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Economics; Economics>Behavioral economics; Pensions & Retirement; Pensions & Retirement>Retirement risks