Description: Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced planning can reduce the negative impact of impairment on personal finances, including financial exploitation, scams and fraud, and care and spending decisions that are not aligned with retirement goals. To address these issues, the SOA’s Aging and Retirement Strategic Research Program co-sponsored work on the Thinking Ahead Roadmap which was created by a team from the University of Minnesota and Stanford Center on Longevity. In this webinar, members of the research team will preview the Thinking Ahead Roadmap and the steps that people can take to help ensure their financial wishes are honored as they age. The presenters will discuss: 1. Advice on choosing the right financial advocate 2. Organizing financial information to pave the way for a smooth transition 3. Starting open and honest conversations about future money management 4. The importance of a financial power of attorney and how to obtain one 5. Shifting money management responsibilities when the time is right

Description: How do unpredictable short-term mortality shocks due to the Coronavirus impact assumptions for pension valuations? What impact does this have in reviewing a plan's experience and can an actuary justify making adjustments? What portions of the population were most impacted by COVID-19? Find out all this and more during this discussion. This webcast will cover: Current research relating to COVID-19 mortality statistics The MP-2020 improvement scale and the MIM-2021 framework Perspectives on emerging longevity trends

Description: 2021 ImpACT Conference -Session 9A: Ethics for Pension Actuaries 10.28.21 Recording

Description: Gain insights from several experienced public plan actuaries, as they discuss their communication process with their clients on trends that impact large U.S. Public Pension Plans. Those trends include: Maturity Metrics Asset Allocations Assumed Rates of Return

Description: 2021 ImpACT Conference - Session 1D: Reserved Roles for Actuaries in Defined Contribution Plans 10.25.21 Recording

Description: 2021 ImpACT Conference - Session 7C: Impact of COVID-19 on Retirement 10.27.21 Recording

Description: 2021 ImpACT Conference - Session 8A: Aging and Retirement Issues for Different Races and Ethnicities 10.27.21 Recording

Description: 2021 ImpACT Conference - Session 14D: Completing the Cycle: Decumulation Innovations 10.29.21 Recording

Description: 2021 ImpACT Conference - Session 11A: Thinking Ahead Roadmap: Keep Your Money Safe As You Age 10.28.21 Recording

Description: 2021 ImpACT Conference - Session 13C: Regulatory Changes and Late Breaking Developments 10.29.21 Recording