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Long-term Care and Caregiving: The Perspective of the Individual
Long-term Care and Caregiving: The Perspective of the Individual The SOA Research Institute has executed research ... detailed tour of long-term care issues from an individual perspective over the 20+ years of SOA research ...- Authors: Anna M Rappaport
- Date: Jan 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Long-term Care
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New Research on Solvency Valuation Assumptions in the U.S. and Canada
New Research on Solvency Valuation Assumptions in the U.S. and Canada The article is a summary of Society ... Actuaries (CIA) methodology of developing solvency valuation assumptions, compares it to methods used in the ...- Authors: Victor Modugno
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Annuities; Annuities>Group plans - Annuities; Annuities>Pricing - Annuities; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan termination
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Chairperson’s Corner
multiemployer plans, with an emphasis on the valuation and analysis of qualified and non-qualified pension ... Having experience on both the valuation and audit side of the table, along with working at both a large ...- Authors: Alicia Traviss
- Date: Jan 2024
- Competency: Leadership
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and the Individual Perspective
Reboot, Rewire or Retire: Next Steps After Full-time Work Part 2 – The Life Portfolio and ... Full-time Work Part 2 – The Life Portfolio and the Individual Perspective Feature article describing the next ...- Authors: Society of Actuaries
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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An Introduction to Collective Defined Contribution Plans
for benefit levels significantly higher than individual drawdown approaches. 4. How are benefit levels ... company must guarantee the benefit level for the annuitant’s life. CDCs do not need to consider this hedging ...- Authors: Mark Shemtob
- Date: Jul 2023
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Public Policy
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The Withdrawal Liability Interest Rate Puzzle
The Puzzle: Which Interest Rate? Hence, the valuation of a multiemployer pension plan’s vested liabilities ... assumptions, notably an interest rate and a mortality table. As a result, a variety of approaches to selecting ...- Authors: Hal Tepfer
- Date: Mar 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Multi-employer plans
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CRITs: An Alternative Retirement Income Approach
accounts scattered about with prior employers or in Individual Retirement Accounts (IRAs).[1] Retirees can use ... transferred to the CRIT, the ages of the retiree and co-annuitant (if applicable), an assumed investment rate of ...- Authors: Mark Shemtob
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Chairperson's Corner
lives. Family, friends, health, career, food on the table, shelter—we can all find something to express gratitude ... chair? I want to make sure I bring my energy to the table as consistently as possible and do my best at keeping ...- Authors: Sean Kim
- Date: Jan 2022
- Competency: Communication; Leadership; Professional Values
- Publication Name: Retirement Section News
- Topics: Reinsurance
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Guaranteed Lifetime Income--How Much Do You Need?
Guaranteed Lifetime Income--How Much Do You Need? Feature article discussing how much money an ... Feature article discussing how much money an individual needs to retire comfortably. Retirement risks ...- Authors: R Inglis
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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Retirement Section News, September 2019, Issue 99
opinions expressed herein are those of the individual authors and are not neces- sarily those of the ... worksite than through an individ- ually secured individual retirement account. The expectation is that ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement