Skip to main content
search icon white search icon

Milliman FRM Thought Leadership

Insight on topics that impact wealth and retirement

FRM thought leadership
FRM thought leadership
FRM research
Alliance for Lifetime Income content
Section 1

Alliance for Lifetime Income content

The Alliance for Lifetime Income is a nonprofit consumer education organization whose mission is to help Americans understand the benefits of protected lifetime income when planning for retirement. Milliman is a member of the Alliance.

Article

Inclusion of guaranteed retirement income solutions in 401(k) plans: Impact of SECURE 2.0

This paper explores ways in which the SECURE 2.0 changes enhance the addition of guaranteed retirement income contracts to plans.
Download PDF
ARTICLE

Understanding annuity mortality credits

This paper examines how retirees can spend more money each year in retirement by pooling the risk of an unknown lifespan with other retirees through an annuity — a benefit that is often described as a mortality credit.
Download PDF
ARTICLE

How to ensure your retirement advice for women involves more than just building a nest egg

This paper is the first in a series where we explore what it takes to be a financial professional who identifies as a “retirement planning professional.” In other words, a person prepared to help clients shift…
Download PDF
ARTICLE

The role of annuities in an optimal retirement portfolio: a review of the literature

This literature review explores the role research suggests annuities should play in retirement portfolios, drawing on a wide range of academic studies and industry analysis.
Download PDF
Section 5

Get in touch

We're passionate about partnering with people to solve complex problems and develop innovative and disruptive investment solutions.

Contact an expert
popup image