This session explores the actuarial and operational considerations of in-plan annuities, which are gaining popularity. We will address market updates, product design challenges, flow premiums, participating behavior modeling, and the evolving regulatory and fiduciary landscape. Attendees will gain insights into how insurers, asset managers, and plan sponsors can collaborate to balance risk-sharing with participant flexibility. Real-world examples and case studies will be provided.

Recording Details

Competency:
- Pricing and Product Development
- Technical Skill And Analytical Problem Solving
Credit:

1.20 SOA CPD

1.00 CIA
Note:

This product is part of PD Edge+.

2025 SOA ImpACT Conference Virtual:Session 4C: In-Plan Annuities: Design and Model Considerations for Lifetime Income Integration in DC Plans-12.04.25 Recording

On-Demand

Online

Recording Details