Description: This is a short story on the retirement income calculator.

Description: Research material that developed a Liability-Driven Investment (LDI) benchmark framework.

Description: An increased focus on pension plan cost and risk management has led plan sponsors to pursue innovative plan designs. This, in turn, is driving the need for actuaries to utilize new approaches to modeling the underlying market risks of such plan designs. The presenters will discuss advanced techniques to pension plan cash flow modeling that will ensure that the risks embedded in complex plan design features are fully captured. Specifically, a new dimension to cash flow modeling, benefit commencement year (in addition to payment year), will be introduced as well as the concept of 'collapsible' cash flow. Case studies will illustrate how techniques can be used in practice for cash balance plans, pension equity plans and other lump sum paying plans. Other risks such as form of payment and longevity will also be covered. This session is intended to meet the needs of actuaries and investment consultants focused on providing advice on risk management and investment strategy to sponsors of pension plans with complex design features.

Description: 2021 ImpACT Conference - Session 11A: Thinking Ahead Roadmap: Keep Your Money Safe As You Age 10.28.21 Recording

Description: As pension de-risking gains popularity, many plan sponsors find themselves choosing between two strategies: annuitization and hibernation. Join us as a proponent for each strategy presents the benefits of their recommended solution.

Description: This session is about GICS and other insurance company products that are used by private pension plans.

Description: Economic Scenario Generator - Investment Section Web Series Session #2 - Real World This session will cover the following points: 1. NAIC ESG 2. Strategic Asset Allocation and Optimization Techniques 3. Covid-19 Postmortem: Modeling and calibration changes because of recent events

Description: A controversial alternative to ERISA/FASB actuarial cost methods and assumptions is presented as a challenge from the discipline of financial economics. From the Record of the Society of Actuaries, Volume 27, No. 1, Session 37PD of the Dallas Spring Meeting.

Description: This article discusses that over the past five years, an increasing number of actuaries have become concerned with the asset side of the balance sheet.

Description: The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers can use when considering advice options for a company retirement plan. The guide includes information about the nature and timing of decisions, ongoing decisions after retirement, and advice considerations. The guide is intended to be unbiased toward any particular approach or organization’s product. This guide does not provide advice for specific situations and should not be construed as doing so. It is an information tool for considerations related to advice. The guide is not intended to provide legal guidance or recommendations.