Proposed IRS Mortality Regulations and Credibility Theory Webcast


August 10, 2017

  • Technical Skills & Analytical Problem Solving


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Presented by

Pension Section

Who Should Participate

Actuaries working with defined benefit plans.


In December of 2016, the IRS published proposed mortality regulations. These regulations will affect the funding requirements and payment amounts of most U.S. tax-qualified defined-benefit plans. Modification of the regulated tables for plans that have "credible mortality information necessary to create a substitute mortality table" will be permitted.

This webcast's panel of experts will:

  • Provide an overview of the regulations and discuss how they differ from the 2016 versions;
  • Present SOA research that estimates the potential financial implications for different types of plans; and
  • Provide a background on credibility theory, which underlies the IRS requirement for "credible mortality information."

The credibility theory discussion will preview content from a soon-to-be-released SOA project titled, Credibility Educational Resource for Pension Actuaries-Application of Credibility Theory to Mortality Assumption . This resource, while acknowledging IRS regulations, explains basic credibility theory, which is applicable regardless of country/jurisdiction.

How the live webcast works and what it includes

You do not need any special equipment. On Aug. 9, 2017, before 2:00 p.m. ET you will be sent detailed webcast instructions via email including the Web address for accessing the presentation. Any handouts that are available will also be sent. You will follow along with both the slide presentation and the audio portion of the broadcast over the Internet. The registration fee includes:

The registration fee includes:

  • One access code to the live webcast;
  • One Internet connection;
  • One phone connection (to be used only if experiencing sound issues or if in a conference room with a group);
  • One set of presentation materials; and
  • Access to the subsequent webcast recording.

Please note that each access code may only be used for one location , even if you register for more than one participant.

Post-Webcast Purchase Opportunity

For those who are interested in SOA webcasts but are unable to participate in the live event, access to an archived recording of the webcast will be available for purchase approximately 10 business days following the event by using the following link .




Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.