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Institutional Retirement

Realigning Retirement Benefits for a Transitioning Workforce, Benefits Quarterly, First Quarter 2018 

Pot of Gold or Fools’ Gold?, LIMRA Market Facts Quarterly, Second Quarter 2017

Pot of Gold or Fools’ Gold?, LIMRA Secure Retirement Institute Review, First Quarter 2017


Pension Risk Management

Strengthening Retirement Outcomes for DB Plan Participants, Pension & Longevity Risk Transfer for Institutional Investors, Institutional Investor Journal, Fall 2017

Pension Risk Management Strategies Supplement, Pensions & Investments, August 21, 2017

Protecting Participant Benefits, PLANSPONSOR, November 2016

Supplanting Cash in Annuity Buyouts: Asset-In-Kind Transfers Move towards Mainstream, Pension & Longevity Risk Transfer for Institutional Investors, Institutional Investor Journal, Fall 2016


Stable Value

MetLife Finds Move Away From Money Market Funds in DC Plans, PLANSPONSOR, December 2017

Capital Preservation Reconsideration, LIMRA Secure Retirement Institute Review, Issue 2 2017

Stable Value Protection and Growth: Not Mutually Exclusive, PLANSPONSOR, June 2017

Why Plan Sponsors Should Choose Stable Value Rather Than Money Market Funds, Pensions & Investments, October 19, 2015

The Case for Stable Value, PLANSPONSOR, July 2015


Retirement Income

Are DC Plans Ready for a Retirement Income Makeover?, Benefits Quarterly, Third Quarter 2017

An Income Mindset, PLANSPONSOR, July/August 2017

Preserving Pension Promises in a DC World, American City & County Magazine, May 2017*

The Opportunity for Lifetime Income, PLANSPONSOR, August 2016

Helping DC Plan Participants Hedge Longevity Risk, Benefits Quarterly, First Quarter 2016

Hedging Longevity, PLANSPONSOR, June 2015


Charitable Gift Annuities

Reducing the Risks of Charitable Gift Annuities through Reinsurance, The Chronicle of Philanthropy, November 2015


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