Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity Webcast


February 07, 2018

  • Technical Skills & Analytical Problem Solving

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Presented by

SOA Retirement Section


12:00–1:30 p.m. ET


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

All actuaries who deal with retirement and pensions in their respective practice areas.


The Stanford Center on Longevity (SCL) and the Society of Actuaries (SOA) have developed a framework of analyses and methods that financial advisers, financial institutions, plan sponsors and retirees can use to compare and assess strategies for generating lifetime retirement income. This webcast will present a portfolio approach for retirement income strategies that integrates Social Security claiming decisions, investing and deploying retirement savings and utilizing home equity.

The white paper, titled “How to Pensionize Any IRA or 401(k) Plan,” identifies one straightforward strategy, called “Spend Safely in Retirement,” that can be reasonably implemented in virtually any IRA or 401(k) plan. Attendees will walk away with an understanding of optimizing retirement income that can be applied in both individual and plan settings.

A summary of the SCL and SOA project and the Spend Safely in Retirement Strategy will be provided.

How the live webcast works and what it includes

You do not need any special equipment. On February 4, 2018, before 2:00 p.m. ET you will be sent detailed webcast instructions via email including the Web address for accessing the live-streaming broadcast presentation. Any handouts that are available will also be sent.




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.