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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

LOMA | Evaluated Learning Experience

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Transforming Retirement Security (SRI 500)


Varies; independent study. 

Various; distance learning format.

April 2017 - May 2023. 

Instructional delivery format: 
Hybrid course/exam
Learner Outcomes: 

Upon successful completion of this course, students will be able to: describe the three pillars of a retirement system and the regulatory structure supporting the United States retirement system; recognize significant United States retirement laws and regulations; describe the components of gross domestic product (GDP) and explain how changes in GDP and a population's standard of living affect economic growth and ultimately retirement outcomes; compare the United States retirement system to the retirement systems in Japan, Chile, Canada, the Netherlands, and Australia; explain how Social Security, financial products, and financial advice impact retirement security in general, and more specifically, women and minority populations; explain measures of successful defined contribution (DC) and defined benefit (DB) retirement plan outcomes and describe the effects the regulatory environment, working longer, and the economy can have on retirement plan outcomes; and describe the beneficial effects of GDP growth for stakeholders in the economy, including individuals and households, business organizations, and government, and the retirement system, as well as strategies for GDP growth through innovation.


Transforming Retirement Security (SRI 500) is a blended learning course that examines how the U.S. retirement system, as well as retirement systems in selected countries, attempt to provide retirement security. It presents the regulatory structure and economics that support the U.S. retirement system; examines forces and trends challenging retirement systems to provide retirement security; and explores the potential for innovation and transformation in the retirement systems of the future.  Instructional format includes the following: a media-rich, interactive online learning experience that reviews the three pillars of the retirement system and introduces the regulatory structure of the U.S. retirement system; a traditional textbook-based study experience covering retirement system economics, policy, and demographics and the potential for transforming retirement outcomes; and a graded application assignment that requires learners to demonstrate their ability to think innovatively about the future of retirement systems by analyzing an article or case study, or conducting research.

Credit recommendation: 

In the upper division baccalaureate degree category, 3 semester hours as an elective in Business Administration, Insurance, or Economics (11/17).