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A View from the SOA’s Staff Fellow for Retirement
View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section ... Section Council meeting. Update on defined contribution initiative and potential US legislation. Highlight ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
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Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes ... combination of changes can be of significant value in addressing this overlooked issue. Although QLACs on the ...- Authors: Mark Shemtob
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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What Retirement Plan Features Do Employees Really Want?
What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary ... preliminary results of a recent SOA research project which surveyed employees on what retirement plan features ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing ... significant portion of the investment and interest rate risk now or at some point in the future when specific ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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PBGC Retirement Plans Mortality Study
PBGC Retirement Plans Mortality Study This is a study of Pension Benefit Guaranty Corporation (PBGC) ... mortality experience. The study consists of data furnished by the PBGC for the time period of September 30, 2009 ...- Authors: Society of Actuaries
- Date: Oct 2019
- Competency: External Forces & Industry Knowledge
- Topics: Experience Studies & Data; Pensions & Retirement; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
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SECURE Act 2019- A world of opportunities for annuity carriers
Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity ... annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined ...- Authors: Ian Michael Laverty
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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An Interview with Blaine Aiken
responsibility and financial and retirement advice. New developments will extend the fiduciary requirements financial ... in the code of ethics that apply to CFPs. Pension plan governance, Fiduciary issues, Retirement advice ...- Authors: Anna M Rappaport
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation
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Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension plan's lifespan, after benefit ... ceased and the plan has reached fully funded status, a plan sponsor has the option to begin the plan termination ...- Authors: Brett Dutton, Rene Martel, Hilja Viidemann
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Summary of defined contribution research reports
Summary of defined contribution research reports Summary of defined contribution research reports, including ...- Authors: Society of Actuaries
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans