Lifetime Income and Annuitization Options Webcast

Date

November 29, 2017

  • External Forces & Industry Knowledge

 

Event Home| Registration| Presenter & Moderator| CPD| How to Obtain EA Credit

 

Presented by

Retirement Section

Time

Noon-1:30 p.m. ET

Location

This webcast takes place via the Internet.

Registration Fees

Registration is now closed. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call +1-888-697-3900.

Who Should Participate

This webcast will be of interest to actuaries working in the retirement space, whether working with plan sponsors who provide retirement plans, or designing products for retirement drawdown spending.

Description

This webcast will discuss the current and future lifetime income and annuitization options utilized during the accumulation or decumulation phase. Presenters will cover both the insurance and investment perspective. The discussion will focus on account-based defined contribution retirement savings plans with the goal of informing retirement focused actuaries of the current perspectives regarding lifetime income and annuitization options.

How the live webcast works and what it includes

You do not need any special equipment. On Nov. 28, 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.

 

Back

Legend

Communication

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.

Leadership

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.