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Investment and Retirement Advice – A Guide for Employers
Investment and Retirement Advice – A Guide for Employers The Society of Actuaries’ Committee on Post-Retirement Needs and Risks (CPRNR) commissioned Linda Koco to write this guide that employers ...- Authors: Linda Koco
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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2023-inv-act-pro
This webinar will discuss and illustrate professionalism standards in an interactive case study format. The session will begin with a lightning round discussion with audience polling on ...- Authors: Hal Pedersen, Christian Robert
- Date: Nov 2023
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values
- Topics: Actuarial Profession; Finance & Investments; Pensions & Retirement
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2023-reinsurance-help-prod-dev
Come discuss how reinsurers can work side by side with insurer to better develop products, and lift in the areas that reinsurers have more experience, help matching products with distributions ...- Authors: David Goehrke , Chris Behling, James Goad, Yiru (Eve) Sun
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Annuities; Economics; Enterprise Risk Management; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance
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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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Managing “Black Swan” Stock Market Risks in Retirement
Managing “Black Swan” Stock Market Risks in Retirement In light of the increased frequency of the Black Swan stock market events, how should individuals and couples plan for retirement and try to ...- Authors: Kenneth Steiner
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities
Planning Ahead: Revenue Procedure Could Help Separate Accounts Comply with Section 817(h) When Investing in a New Type of Mortgage-Backed Securities Description * This article summarizes Rev.- Authors: John Adney, Bryan W Keene
- Date: Mar 2019
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Finance & Investments; Pensions & Retirement
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Thinking Ahead: A Guide for Keeping Your Money Safe as You Age
Millions of aging Americans are challenged to prepare for uncertain health and financial setbacks in addition to cognitive impairment that impacts one-third of adults over age 85. Advanced ...- Authors: Steven Vernon, Anna M Rappaport
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Health & Disability; Long-term Care; Pensions & Retirement
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Economic Scenario Generator - Investment Section Web Series - Risk Neutral
Economic Scenario Generator - Investment Section Web Series Session #3 - Risk Neutral This session will cover the following points: 1. Introduction to simulation and conditional simulation 2.- Authors: Alex Ulitsky , Hal Pedersen, Pawel Lojko, Sohini Chowdhury, Yury Krongauz, David Schraub
- Date: Jun 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Modeling & Statistical Methods; Pensions & Retirement
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Liability-Driven Investment
Liability-Driven Investment Research material that developed a Liability-Driven Investment (LDI) benchmark framework. 4/26/2019 12:00:00 AM ...- Authors: Kailan Shang
- Date: Apr 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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economic-outlook-panel-qa
Join us for an Economic Outlook Panel that will explore topics like "what are markets saying about likelihood and severity or a recession?" and "how is inflation impacting investment ...- Authors: Martha Leiper, Nicholas (Cole) Bloom, Alex Pekker
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge
- Topics: Economics; Finance & Investments; Life Insurance; Pensions & Retirement