Commentary: 5 ways to make the SECURE Act meet participants’ needs

August 21 2020 | Life-Cycle Savings/Investment, Retirement Planning |
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...

3 policy proposals to bolster the post-lockdown economy

June 3 2020 | Retirement Planning | Presentations
MIT Sloan economists say the government’s efforts during COVID-19 are a good start but not enough to restart the economy. Here are their recommended next steps.

Turning Savings into Security

Summer 2019 | Retirement Planning, SeLFIES | Article
By David E. Morse for the Benefits Law Journal. For additional information on SeLFIES, please see:

On the Creation of “Retirement Bonds”

April 7 2018 | Retirement Planning | Article
Editorial published in Le Monde. Three professors of finance, Lionel Martellini, Robert C. Merton and Arun S. Muralidhar, suggest issuing bonds with maturities and durations that would match the retirement age and life expectancy at retirement.

NewRetirement Podcast—Episode 11: Interview with Nobel Prize Winner Robert Merton on Fixing Retirement

July 5 2018 | Retirement Planning | Interview