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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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Session 088: Financial Perspectives on Aging and Retirement Across the Generations
Perspectives on Aging and Retirement Across the Generations Retirement isn't a solo endeavor and the prospect ... prospect of retirement looks starkly different depending on your family, your generation, your income and ...- Authors: Carol Bogosian, Mathew Greenwald
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
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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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Changes at the Social Security Administration
Discusses the recent firing of the Social Security Commissioner and the president's legal authority to ...- Authors: Bruce Schobel
- Date: Nov 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Public Policy; Public Policy
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Session 103: How Equitable is Your Actuarial Equivalence?
for form and timing of payment. The definition of Actuarial Equivalence is set in the Plan Document which ... reviewed for decades. With a wave of recent pension litigation in the U.S., plan sponsors, attorneys and ...- Authors: Mitchell Serota, Lisa Schilling, Robert Izard
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy