In late 2019, Congress passed the Setting Every Community Up for Retirement Enhancement Act. Section 203 of the SECURE Act introduces lifetime income disclosures, and on Aug. 18, the Department of Labor's Employee Benefits Security Administration announced an interim final rule for compliance with this provision of the SECURE Act...
with Arun Muralidhar, Pensions & Investments
Merton, Robert C., Paul A. Samuelson and Robert M. Solow. "Nobel Laureate Panel Discussion: What Retirement Means to Me." Chap. 1 in The Future of Life-Cycle Saving and Investing: The Retirement Phase, edited by Zvi Bodie, Laurence B. Siegel and Rodney N. Sullivan, 1-14. Charlottesville: CFA Institute, Research Foundation Publications, 2009. (Monograph.)
Merton, Robert C. “A New Generation of Pension Fund Management.” Chap. 1 in Innovations in Investment Management, edited by H. Gifford Fong, 1-17. JOIM Conference Series. New York: Bloomberg Press, 2008.
Merton, Robert C. "The Future of Retirement and Planning." In The Future of Life-Cycle Saving and Investing, edited by Zvi Bodie, Dennis McLeavey and Laurence B. Siegel. Research Foundation of CFA Institute, 2007.
Merton, Robert C. “Allocating Shareholder Capital to Pension Plans.” Journal of Applied Corporate Finance 18, no. 1 (winter 2006): 15-24.
Merton, Robert C. "Observations on Innovation in Pension Fund Management in the Impending Future" PREA Quarterly (winter 2006): 61-67