Description: 2015 Risks and Process of Retirement Survey – Key Findings and Issues

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 Actuarial Teaching Conference (ATC) provides an opportunity for all faculty members engaged in actuarial teaching to come together, participate in learning sessions, share ideas, network with each other and learn more about the actuarial profession.

Description: The Candidate Connect at the 2024 ImpACT Meeting provides information, inspiration and networking opportunities to actuarial candidates pursuing their ASA.

Description: Come discuss modeling costs and its governance, as well as introduce some platforms for more granular asset modeling.