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?
This study provides the life insurance and retirement industries with a collective look at the most current data and information related to their financial crimes services and fraud prevention programs.
What do small employers think about Pooled Employer Plans (PEPs)? Do they think about PEPs at all? This infographic series explores small (1-99) employer thoughts about PEPs and whether they are likely to join them, even to the point of replacing an existing defined contribution (DC) plan.
Advisors are the gateway to DC plan sales, and their role in establishing the new Pooled Employer Plan as a viable plan construct should not be underestimated. This report explores their initial actions and reactions.
Alison Salka joined LL Global 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.
Senior Vice President and Director of Research
LIMRA, LOMA and LL Global
asalka@limra.com