Description: Experts in the field of healthy aging discuss new insights and emerging services and ElderTech, such as wearables and passive monitoring devices and virtual therapies, that can prolong a disability-free lifestyle. What is effective? How do we get people to engage in activities that are good for them in the long run?

Description: General Session

Description: This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine a history of the legislation and focus on some of the key provisions of the Act. In particular, we will discuss provisions that give individuals more flexibility on how they will contribute to their retirement accounts and provisions that provide new ways for individuals to save. Explore certain significant structural changes to the rules such as the automatic enrollment for new plans and the elimination of lifetime RMDs for designated Roth accounts. The panel will also focus on the provisions that provide greater access to retirement funds through new distribution exceptions and how this might affect a company’s reporting obligations. Come learn about some of the relief provisions included in SECURE 2.0, including an expanded EPCRS program to cover errors relating to IRAs.

Description: The SECURE Act of 2019 requires an annual disclosure to participants in defined contribution plans. The intention is to help participants understand the relationship between their account balances and the estimated retirement income—that might be provided from those balances. But the disclosure requirements lack the features needed to provide meaningful information to many participants, which can be misleading if not well understood. Consequently, this provides an opportunity for actuaries to work with retirement plan sponsors to improve the disclosures.

Description: Investing for retirement in other countries is different from investing for retirement in the U.S. and Canada. In developing countries, there are fewer investment opportunities and domestic markets are smaller and less liquid. National retirement systems may be established in part to support government debt issuance and to help develop domestic capital markets. Investment policy objectives tend to evolve over time as a country and its retirement system(s) develop together. Come broaden your horizons by painting a picture of a different investment paradigm than you are used to using examples from many countries around the world.