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The Role of Actuarial Audits in Performing Due Diligence
The Role of Actuarial Audits in Performing Due Diligence Retirement plan trustees are tasked with retirement plan administration. Trustees are responsible for hiring service providers and ...- Authors: Louise M Gates
- Date: Apr 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Pensions & Retirement; Pensions & Retirement>Public sector plans
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Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age
Supporting Older Americans: Research on Thinking Ahead—Keeping Your Money Safe as You Age This is a summary of a multi-faceted research project focusing on how to help people better manage money ...- Authors: Anna M Rappaport, Steven Vernon
- Date: Mar 2022
- Competency: Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Demography; Pensions & Retirement; Pensions & Retirement>Post retirement risks
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The Impact of Climate Change Risk on Retirement - Essay Collection
The Impact of Climate Change Risk on Retirement - Essay Collection Explore an essay collection from the Society of Actuaries (SOA) Research Institute that focuses on how climate change may impact ...- Date: Nov 2023
- Competency: Communication
- Topics: Pensions & Retirement; Environment
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2023-impact-session-4h
This session will bring together the results of SOA work focusing on what employees prefer in retirement. The work includes a survey on the provisions that employees prefer in retirement plans, ...- Authors: Society of Actuaries
- Date: Jun 2024
- Topics: Pensions & Retirement
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Generational Forces: Gen Z, Millennials, Gen-Xers and Baby Boomers
How do unpredictable short-term mortality shocks due to the Coronavirus impact assumptions for pension valuations? What impact does this have in reviewing a plan's experience and can an ...- Authors: Jennifer Haid, Timothy Geddes, Patrick Nolan
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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2022-roles-actuaries-contribution-plans
Explore how certain actuarial roles should be reserved under defined benefit plans for more than 50 years during the Reserved Roles for Actuaries in Defined Contribution Plans webcast. This ...- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Pensions & Retirement; Public Policy
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2022-impact-session-7b
Discuss interaction between defined benefit (DB) plans and defined contribution (DC) plans. Hear more about the impact of DB plans on DC plan design and vice versa. Learn about the differences in ...- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Annuities; Pensions & Retirement; Public Policy
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Aging and Retirement Phased Retirement Material
Aging and Retirement Phased Retirement Material This webpage includes SOA Research publications and other sources related to phased retirement. The list is categorized by content focus. Aging and ...- Authors: Society of Actuaries
- Date: Feb 2021
- Topics: Pensions & Retirement
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2023-ethics-retire-act
Join us for this webcast that focuses on case studies covering the ethical challenges and dilemmas that pension actuaries are currently facing. Participate in an interactive opportunity for ...- Authors: David Godofsky, Sherry Chan
- Date: Oct 2023
- Competency: Professional Values
- Topics: Actuarial Profession; Pensions & Retirement
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2021-emerging-tool-data-visual
The emergence of technology to advance data visualization has helped uncover hidden insights in our data that was previously difficult to do. Designing engaging charts and crafting gripping ...- Authors: Society of Actuaries
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; FinTech & InsurTech