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2022-arpa-multiemployer-relief-challenges
The Special Financial Assistance (SFA) program included in the American Rescue Plan Act (ARPA) will provide grants to some of the more troubled multiemployer plans. While this is a welcomed ...- Authors: Society of Actuaries
- Date: Dec 2022
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Finance & Investments; Pensions & Retirement; Public Policy
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2022-impact-session-3i
Discover an update on recent developments affecting U.S. retirement plans, such as regulatory guidance, new legislative proposals, recent court cases and recent trends. Experienced pension ...- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Pensions & Retirement; Public Policy
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2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership between actuarial and IT teams. This session will discuss common challenges encountered ...- Authors: Society of Actuaries
- Date: Oct 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy
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The Actuary Vol. 22, No. 1 Employee Benefits - Needs For Change
The Actuary Vol. 22, No. 1 Employee Benefits - Needs For Change This article is about the need for changes in employee benefits and retirement. According to the author we have lost sight of the ...- Authors: Barnet N Berin, Robert D Paul
- Date: Jan 1988
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement; Public Policy
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2022-value-annuities-global-longevity
Investigate the concept of value annuities and the potential cost-effective differences when compared to traditional annuities by attending this webcast. Value annuities are an alternative ...- Authors: William Price
- Date: Jul 2023
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Annuities; Global Perspectives; Pensions & Retirement; Public Policy; Social Insurance
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In the Beginning... A Column Devoted to Tax Basics
In the Beginning... A Column Devoted to Tax Basics This article provides a basic introduction to the taxation of qualified annuities held in qualified retirement plans and IRAs. The article has ...- Authors: Michael L Hadley
- Date: Oct 2023
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Public Policy; Public Policy; Pensions & Retirement>Pension risk transfer
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2024-china-symposium
Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and ...- Date: Feb 2024
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
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Session 088: Financial Perspectives on Aging and Retirement Across the Generations
Session 088: Financial Perspectives on Aging and Retirement Across the Generations Retirement isn't a solo endeavor and the prospect of retirement looks starkly different depending on your ...- Authors: Carol Bogosian, Mathew Greenwald
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks
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2022-impact-session-4h
Required Minimum Distributions are the minimum amounts that a retiree must withdraw from their qualified pensions. The Secure Act made major changes to the rules surrounding RMDs, updating the ...- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Annuities; Pensions & Retirement; Public Policy
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Session 103: How Equitable is Your Actuarial Equivalence?
Session 103: How Equitable is Your Actuarial Equivalence? A pension plan uses Actuarial Equivalence to determine a 'fair' adjustment to pension benefits for form and timing of payment.- Authors: Mitchell Serota, Lisa Schilling, Robert Izard
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy