Announcement: SOA releases March 2024 Exam P passing candidate numbers.

Refine your search
11 - 20 of 29 results (0.34 seconds)
Sort By:
  • Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
    Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing and termination of DB plans, there is a growing void in retirees' retirement planning that ...

    View Description

    • Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • A Study of Exotic Equity-linked Guarantees: Pricing, Projections, Hedging, and Performance
    A Study of Exotic Equity-linked Guarantees: Pricing, Projections, Hedging, and Performance The speaker of this session will discuss some common difficulties one encounters when dealing with ...

    View Description

    • Authors: Pawel Konieczny
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
  • Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic
    Cash-Balance Plans and Age-Weighted Profit-Sharing Plans Basic This session discussion was a primer on hybird pension plans, in particular cash balance plans and age weighted profit sharing ...

    View Description

    • Authors: David Benovitz, Richard Joss, Juan N Kelly, Maria Sarli, Lloyd A Katz
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
  • Diverse Risks 2016 Call for Essays
    Diverse Risks 2016 Call for Essays Diverse Risks 2016 Call for Essays annuities;Asset allocation;Behavioral economics;Budgets;Women;Social Security;Social Insurance;Skilled nursing facilities = ...

    View Description

    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Policyholder Behavior Experience Data and Modeling
    Policyholder Behavior Experience Data and Modeling An exploration of drivers, cohorts and dynamics for policyholder behavior for VA and FIA based on industry experience data, including changes in ...

    View Description

    • Authors: Timothy S Paris
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Capital - Annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management; Annuities>Deferred annuities
  • Session 028: Best of Both Worlds: Combining DB and DC Plans
    Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this session will discuss the simultaneous use of DB and DC plans. With the continued growth of DC assets and the ...

    View Description

    • Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
    • Date: Jan 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans
  • Hedging Challenges in Current Market Environment
    Hedging Challenges in Current Market Environment The speaker will share his insights into the hedging challenges faced by FIA and VA business in the current market environment. Annuities, ...

    View Description

    • Authors: Philippe Combescot
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Variable annuities; Pensions & Retirement>Risk management
  • Annuity Clearinghouse Proposal
    Annuity Clearinghouse Proposal The author proposes an annuity clearinghouse to encourage employers to offer annuity accumulation products in their defined contribution plans. This addresses the ...

    View Description

    • Authors: Beverly Orth
    • Date: Aug 2011
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: The Independent Consultant
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
  • Executive Benefits: Part 3
    Executive Benefits: Part 3 1994 SOA Meeting, San Antonio. This pension seminar program discussed the various types of executive compensation plans with special emphasis on nonqualified ...

    View Description

    • Authors: Silvio Ingui, Arthur F Woodard, Andrew L Oringer
    • Date: Jun 1994
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement
  • Session 3B: Annuity Market Trend and Longevity Risk Management
    Session 3B: Annuity Market Trend and Longevity Risk Management The speakers will share the international experience in the annuity market, discuss the annuity puzzle and the influencing factors ...

    View Description

    • Authors: XiaoJun Wang
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Pensions & Retirement