When we interviewed industry leaders around the globe about topics of importance, one of the most pressing issues of concern was the fear of a looming retirement crisis.

Various pension design models have been proposed over the years; however, we still lack established best practice guidelines for retirement plans. Many factors that set the stage for an ideal retirement system; with this paper we offer a set of retirement design principles we hope will form the basis for debate and discussion.

An Ideal Retirement System: Report

An Ideal Retirement System: Infographic

How Public Pension Plans Can (and Why They Shouldn’t) Ignore Financial Economics: A Financial Analysts Journal article by Lawrence N. Bader about the long-term perils of ignoring financial economics.

It's Time to Retire Ruin (Probabilities): A Financial Analysts Journal article by Moshe A. Milevsky about the growing use of ruin probabilities as the guiding risk metric for retirement income planning.

Pension Trustee Code of Conduct: An ethical framework to guide board members to serve the best interests of pension participants and beneficiaries.

A Primer for Investment Trustees (PDF): An online course introducing basic investment principles for responsible trusteeship.