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living-to-100-s02c
Both the SOA and AARP will showcase their recent research projects highlighting the impact of marginalization ... marginalization on aging and retirement. Learn how being a member of a marginalized group changes your outcomes ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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The Future of Defined Contribution Plans
The Future of Defined Contribution Plans An interview with Michelle Richter-Gordon which provides a ... security in retirement and suggests how retirement professionals can improve the financial security of retirees ...- Authors: Patrick Ring
- Date: Jan 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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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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living-to-100-gs4
Retirement planning generally includes a focus on decisions needed at time of retirement, but it often ... focus on changes during retirement and additional decisions needed as people age. The 2021 SOA Risk Survey ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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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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2021-cost-sharing-pension
In the U.S., public pension plans vary dramatically in size, complexity, funding position and more. The ... The discussion will start by going over the current status of public plans within the U.S. You will then ...- Authors: Douglas Fiddler, Todd Tauzer, John Voelker
- Date: Sep 2021
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement
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Session 2B: Building Portfolios for Retirement
Session 2B: Building Portfolios for Retirement Learn industry best practices including challenges faced ... sequencing risk, and the need for smooth returns to avoid poor investor behavior caused by risk aversion ...- Date: Jul 2019
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Pensions & Retirement; Environment
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Why Glide Paths Should Evolve
Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving ... evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths should generally ...- Authors: Dimitry D Mindlin
- Date: Jun 2022
- Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management
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2023-secure-2-lets-talk-about-retirement-and-taxes
provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly ... significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine ...- Date: Apr 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy
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2022-retirement-industry-conference
Retirement Industry Conference 20851 1016 1/4/2022 12:00:00 AM ...- Date: Jan 2022
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Pensions & Retirement