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Keeping Retirement Plans Secure in an Insecure World

Alison Salka, Ph.D. 2/1/2022

This research provides insight from interviews with 17 retirement plan recordkeepers and six subject matter experts on retirement plan fraud. They provide information on trends and best practices to help build and maintain strong defenses against fraud.

Summary

This research provides insight from interviews with 17 retirement plan recordkeepers and six subject matter experts on retirement plan fraud. It provides information on trends, targets, and best practices. Questions addressed include:

  • What are the trends in the frequency and targets of fraud?
  • What are good security practices to maintain security for recordkeepers and participants?

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Meet the Project Director

Alison Salka, Ph.D.

Alison Salka joined LIMRA and LOMA in 2012 and is responsible for determining and implementing the strategy and direction of its global research program. She oversees a team of more than 80 researchers and other staff professionals in the research division who conduct consumer research, benchmark studies, and white papers focused on helping member companies better understand industry issues and trends. She is also the director of the Secure Retirement Institute.

Salka previously led the retirement research and competitive intelligence team at Prudential, and was also a director of retirement research and business analytics at MassMutual. She has earned a Master’s degree and holds a doctorate.

Principal Research Consultant
LIMRA and LOMA
asalka@limra.com


For more information, please contact asalka@limra.com.

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