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2023-life-meeting-session-8a
The pension risk transfer (PRT) market has increasingly expanded to include the complexity of deferred participants who have additional options that do not exist for a retiree already receiving ...- Authors: Society of Actuaries
- Date: Mar 2024
- Topics: Annuities; Pensions & Retirement
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employees-ret-plan
Explore the use of conjoint analysis to understand what employees say they want and/or need in a retirement plan in newly released research material sponsored by the SOA’s Retirement Section.- Authors: Lee Gold, Timothy Geddes, Anna M Rappaport
- Date: Apr 2023
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement
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2022-impact-session-10g
The Society of Actuaries is committed to fostering a more inclusive and diverse environment in the U.S. and elsewhere around the world for members, candidates and customers wherever they live. An ...- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Pensions & Retirement; Reinsurance
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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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2022-impact-session-8d
The Society of Actuaries, in conjunction with the Canadian Institute of Actuaries, recently commissioned a research project on Benefits at Risk and Jean-Francois Begin is conducting the research.- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Annuities; Pensions & Retirement
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design-evaluate-ret-strategies
How might retirement income strategies be designed, and their suitability assessed, when retirees may differ substantially in their objectives, preferences and personal circumstances? This ...- Authors: Geoff Warren, Adam Butt, R Inglis
- Date: Mar 2023
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Modeling & Statistical Methods; Pensions & Retirement
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2023-secure-2
This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.- Authors: Alison R Peak, Ryan Kiefer, Stefanie Porta
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy
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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
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2023-investment-pract-global
Investing for retirement in other countries is different from investing for retirement in the U.S. and Canada. In developing countries, there are fewer investment opportunities and domestic ...- Authors: R Inglis, Nilesh Patel
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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2021-cost-sharing-pension
In the U.S., public pension plans vary dramatically in size, complexity, funding position and more. The discussion will start by going over the current status of public plans within the U.S. You ...- Authors: Douglas Fiddler, Todd Tauzer, John Voelker
- Date: Sep 2021
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement