Description: Article presents a potential role for pension actuaries to help assess the effectiveness of defined contribution plans.

Description: This article provides an overview and highlights of the recent paper Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies. The market has evolved dramatically over the past 10 years, and the paper discusses the drivers behind these changes from both the plan sponsor and insurer viewpoints. The research also gathered input from various key stakeholders as to what changes the market could experience in the future.

Description: Feature article discussing how in the last couple of years many people have been talking about environment, social and governance (ESG) investments and what they are

Description: Interview with Andrea Sellers and Julie Curtis who share their knowledge and experiences related to serving on the ERSIA Advisory Council.

Description: This article addresses how the ARPA has lessened the financial burden on sponsors of corporate defined benefit plans.

Description: Defined benefit plans have been disappearing from the private sector retirement program landscape. 401k Plans that have taken their place are not designed to provide retiree lifetime income. Individuals seldom work for a single employer and thus have many retirement accounts spread about. This commentary discusses an alternative approach to providing retirement income a voluntary basis in a vehicle that is decoupled from employers.

Description: COVID-19 has changed the lives of most Americans and there are very important issues for retirees and near-retirees to consider.

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: 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.