2020 Living to 100 Symposium

Fee Schedule

Entire Meeting

One Day Only

*Payment is required in U.S. dollars. Schedule denotes U.S. dollars.

Registration Fees

Entire Meeting Registration

Includes all SOA-sponsored breakfasts, refreshment breaks, luncheons, networking reception, sessions and program materials.

One Day Registration

Monday includes the SOA-sponsored continental breakfast, refreshment breaks, luncheon, networking reception, sessions and program materials.

Tuesday includes the SOA-sponsored continental breakfast, refreshment breaks, networking luncheon, sessions and program materials.

Guest Fees

The SOA provides a variety of registration options for guests of attendees. A guest (or nonbusiness affiliate) is considered a significant other, friend or family member of the attendee who is over the age of 18. One guest per registrant is allowed. Members of an actuarial organization and recruiters are not considered guests and must register at the appropriate member or nonmember fee listed above.

The guest fee for the entire meeting entitles guests to attend all SOA-sponsored continental breakfasts and networking reception.

Note: The guest fee does not include attending sessions or luncheons.

Reduced Registration Fees

A partial waiver equal to 50 percent of the SOA member registration fee (excluding all extra-cost activities) is available for SOA members and credential holders who:

1. Are full-time academics and Ph.D. candidates, subject to a limit of $2,500 in aggregate partial waivers of meeting fees per calendar year;
2. Are employed in the government or are unemployed, and not eligible for reimbursement, subject to a limit of one continuing education event per calendar year;
3. Have received a waiver of member dues or credential fees for the calendar year in accordance with the SOA’s dues waiver policy, subject to a limit of one continuing education event per calendar year.

In addition, a partial waiver equal to 50 percent of the SOA member registration fee is available for full time faculty at a CAE school and for SOA Hickman Scholars, subject to a limit of $2,500 in aggregate partial waivers of meeting fees per calendar year.

Methods of Registration

• Paying by Credit Card
  Register online by Friday, Jan. 10.
• Paying by Check
  Complete the attached form with check payable to:
  Society of Actuaries
  2020 Living to 100 Symposium
  P.O. Box 95600
  Chicago, IL 60694-5600

Please allow 10 days for receipt and processing of checks.

Registration Details and Policies

Full payment is required at the time of registration.

Registration Discount/Attendee List

Registration forms submitted via mail must be RECEIVED on or before Friday, Dec. 13, to qualify as advance registration and receive the discounted rates. To ensure inclusion on the attendee list, your registration form with payment must be RECEIVED by the SOA on or before Friday, Dec. 13.

Registrations received after Friday, Dec. 13, will continue to be processed at the increased registration fee.

Onsite

If you are unable to register online by Friday, Jan. 10, 2020, you may register at the on-site registration desk at the following times:

Sunday, Jan. 12 5:00¬–7:00 p.m.
Monday, Jan. 13 7:00 a.m.–5:00 p.m.
Tuesday, Jan. 14 7:00 a.m.–5:00 p.m.
Wednesday, Jan. 15 7:00 a.m.–12:00 p.m.

Confirmation

You will receive an email confirmation of your online order. Mail-in registration confirmations are emailed after the order has been processed. If you do not receive a confirmation, please go to this page and log in to confirm your order was placed. To request another copy of the confirmation order or to update the registration form, please contact SOA customer service at customerservice@soa.org.

Refunds

SOA incurs significant expenses prior to an event; to minimize losses SOA maintains the following refund and cancelation policy:

• Prior to Friday, Dec. 27, you may cancel your registration with a full refund provided, less a $100 administrative fee.
• After Friday, Dec. 27, there will be no refunds provided. However, you may transfer your registration to another SOA major meeting within one year of cancelation.
• An alternate attendee within the same organization may be substituted at any time prior to the conference start with no penalty. However, if the original attendee is a member and the substitute attendee is not the difference in rate, between member/nonmember, must be paid in full at time of substitution.
• The Society of Actuaries reserves the right to cancel any event if conditions warrant.    In the event of such cancellation, registration fees will be refunded in full. The Society of Actuaries is not responsible for any airfare or hotel cancellation fees that an attendee may incur due to event cancellation.

To cancel an order, log in to My SOA, choose the item you wish to cancel from your order summary and click the cancellation button. Complete the form to submit your refund request.

Session Registration

It is necessary for attendees to select the session they plan to attend in each time slot at time of registration. This will assist the SOA staff in assigning appropriate meeting room space to accommodate the maximum number of attendees for each session.

Hotel & Travel

Hilton Orlando Lake Buena Vista
1751 Hotel Plaza Blvd.
Lake Buena Vista, FL 32830
Phone: 407-827-4000
Toll-Free Central Reservations Number: 1-800-445-8667

Group room rate (taxes not included):
Standard room $229*

*Additional per night resort fee of $25. This fee includes: High-speed Internet access, Disney bus transportation, local call up to 60 minutes, DVD Now movie rentals, two beverage vouchers (12 oz. domestic draft beer,12 oz. house wine or 12 oz. non-alcoholic beverage), A voucher for a $5 discount on one attraction ticket sold at the concierge desk.

Cutoff date for group room rate: Friday, Dec. 20

Reservations

Reservations can be made online by following the link below of by calling +1-800-445-8667. 

Make your reservations by Dec. 20, as reservations made after this deadline are subject to space and rate availability. Please make sure you mention that you are attending the Society of Actuaries Living to 100 conference. A major credit card is required in order to make a reservation.   Reservations may be cancelled without penalty up to 24 hours prior to the date of arrival.

Early Departures

During check-in, all guests will be asked to verify their departure date. At that time, you may change your departure date without penalty. Any guest who departs before the confirmed departure date may be charged an early departure fee.

Why Stay at the Hilton Orlando Lake Buena Vista?

We realize there are many hotel options available and by staying at the Hilton Orlando Lake Buena Vista we offer you the chance to save through the SOA group rate. Staying at Hilton Orlando Lake Buena Vista also provides the best opportunity to network with your peers and maximizes the quality of your meeting experience.

Confirmations

Confirmation of your hotel reservation is provided by the hotel. If you have not received a confirmation number prior to your departure for Orlando, please call the hotel to make sure your reservation is in order. Remember to mention your affiliation with the Society of Actuaries in all hotel communications to ensure the correct handling of your reservation.

Hotel Check-In and Check–-Out

Check-in time is 4:00 p.m. and check–out time is 11:00 a.m. Those arriving early may check their bags with the bell desk in the hotel lobby.

Location

Located in the Walt Disney World Resort area and within walking distance to Disney Springs.

Taxi fare from Orlando International Airport is approximately $55.

Self-Parking: $22 per night

Valet Parking: $28 per night

Travel

AmTrav Corporate Travel is the Society of Actuaries’ official travel agency. AmTrav is focused on providing cost savings and enhanced travel services. Call AmTrav at +1-866-284-5774 or visit them online at www.amtrav.com.

Contact Us

If you have any concerns or questions, please contact the SOA Customer Service Center Monday through Friday, 8:00 a.m. to 5:00 p.m. CST. Please call +- 888-697-3900 or email.

Table of Contents

Attendee List
Committee List
Sponsorship
Additional Information

Attendee List

Ordered by Last Name
Ordered by Company Name

2020 SOA Living to 100 Symposium Program Committee

The following members were instrumental in arranging this program:
*All credentials listed with SOA credentials first, then alphabetical order.

• Jean-Marc Fix, FSA, MAAA, Symposium Chairperson
• Arnold Dicke, FSA, MAAA, CERA
• Thomas P. Edwalds, FSA, ACAS, MAAA, M.S.
• Tom Getzen, Ph.D.
• Sam Gutterman, FSA, FCA, FCAS, HONFIA, MAAA
• Timothy F. Harris, FSA, MAAA, Emeritus Symposium Chairperson
• Kai Kaufhold, Aktuar DAV
• W. Ward Kingkade, Ph.D.
• Joseph Lu, FIA
• Nadine Ouellette, Ph.D.
• Anna M. Rappaport, FSA, MAAA
• Billy Wong, FSA

Sponsorship

Sponsor this Event

Event sponsorship opportunities are available for the 2020 Living to 100 Symposium. If you are interested in learning more, please view the event Sponsorship Prospectus. For questions, contact Lauren Scaramella at +1-847-273-8840 or email at lscaramella@soa.org.

Thank You to Our 2020 Living to 100 Symposium Event Sponsors:

Gold

Bronze

 

Supporting Research Committees and Sections

Additional Information

Presenter Bios

Abstracts by Session PDF

Meeting Information

This website outlines the schedule for all sessions and provides complete session descriptions. Meeting information, including sessions, room locations and presenters will also be provided at the meeting.

Attire

Business casual attire is appropriate for meeting sessions and all SOA-sponsored events.

Free Wi-Fi

Complimentary wireless internet access will be available to all 2020 SOA Living to 100 Symposium attendees in the main meeting space.

SOA CPD Tracker

Designed by actuaries for actuaries, the SOA CPD Tracker allows you to track CPD credit against multiple standards, import activities from orders placed with the SOA, and import and export with Excel. To download the app for your device, please visit AppsForActuaries.org. In addition, the web interface for Windows, Mac and Android is available at https://cpd.soa.org.

Presentations

Presentations are available on the SOA website prior to and following the symposium. Presentations can be accessed at SOA.org/Livingto100 on the agenda page. All presentations (including late and amended materials) will be posted for general viewing on the SOA website after the symposium.

Session Recordings

The SOA is making select 2020 SOA Living to 100 Symposium session recordings available. The MP4 audio recordings synchronized with presenter slides will be provided complimentary to SOA members and available for a nominal charge for nonmembers. The MP4 downloads provide excellent training, are eligible for fulfillment of your CPD requirement, and allow you to view sessions you may have missed. View the sessions online anytime or download the MP4 files to your mobile device for portable listening. The SOA will notify all meeting registrants when the recordings are available.

Participating Organizations

The following organizations have agreed to participate in this research endeavor with the SOA.

• AARP
• Actuarial Society of Hong Kong
• Actuarial Society of South Africa
• Actuaries Institute Australia
• American Academy of Actuaries
• American Geriatrics Society
• Canadian Institute of Actuaries
• Conference of Consulting Actuaries
• Employee Benefit Research Institute
• Government Actuary’s Department (UK)
• International Actuarial Association
• The Institute and Faculty of Actuaries
• Institute of Actuaries of Japan
• International Longevity Centre - UK
• Investments and Wealth Institute
• LIMRA
• LOMA
• Office of the Chief Actuary, Canada (within the Office of the Superintendent of Financial Institutions)
• Pension Research Council and Boettner Center for Pensions and Retirement Research of the Wharton School
• Women's Institute for a Secure Retirement (WISER)