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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 in 2012 and led the member benefits and research division from April 2014 until April 2024. She was responsible for driving the strategy and direction of its global research program. As principal research consultant, she is focused on thought leadership designed to help companies better understand industry issues and trends. She is a frequent industry speaker and has testified before the Department of Labor. Before joining LIMRA, she worked at Prudential and MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.

Principal Research Consultant
LIMRA and LOMA
asalka@limra.com


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

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