Description: The SOA Investment Section is holding a three-part Environmental, Social & Governance (ESG) Investment Considerations Webcast Series in September and October, which will cover the challenges and implementation. This series is suited for actuaries, consultants, plan sponsors and asset managers that work with insurance companies or pension funds and want to learn more about the latest in ESG. The increasing focus on climate change and recent social movements witnessed globally brought many institutional investors to further think about and perhaps reevaluate, the way they integrate ESG factors into their investment decisions. This new reality raises many questions: what's next for ESG in the institutional space? What will be the challenges? How will institutional investors go beyond the basics? What are current and future ESG needs and who will meet them? This will be the first of three educational sessions aimed at taking the conversation on ESG integration to the next level. During this webcast, you will hear from a panel of various types of asset owners who will share their perspectives, challenges and learnings in the journey to implementing their ESG views, including in the context of a pandemic. The discussion will start broadly, and narrow down to some of the most pressing topics today with the focus on climate change resilience and adaptation of assets.

Description: 2021 ImpACT Conference - Session 13C: Regulatory Changes and Late Breaking Developments 10.29.21 Recording

Description: This e-course describes social insurance programs, their operation and the current issues they are facing.

Description: This article provides some insights into how actuaries can quantify DC plan risks.

Description: The subject of this paper is a financial model for pension planning purposes. The focus of the model is from an individual's point of view with the idea to assist him/her in planning for a financially secure retirement income. The model is dynamic and stochastic, operates in nominal and real terms, and goes beyond the age of retirement. From Actuarial Research Clearing House 1981, Vol. 1.

Description: This session covers Pension actuaries who are becoming more involved in the administration of defined-benefit pension plans. Along with this work comes special challenges that are different from those seen in more traditional pension actuarial work. From the Record of the Society of Actuaries, Volume 27, No. 1, Session 93PD

Description: This session discusses current trends in retirement decision making, retirement incentives, the impact of conditions in the local and national economy on a person's decision to retire. From the Record of the Society of Actuaries, Volume 27, No. 1, Session

Description: In 1986, the Society of Actuaries identified a number of external trends that could have a substantial impact on future retirement patterns. An analysis of demographic trends clearly indicated that more people would be reaching older ages and that they would live longer.

Description: This article provides a brief summary of the October 25-26, 2010 Institute of Actuaries of India's Seminar on Current Issues in Retirement Benefits held in Mumbai, India. The purpose of the seminar was to provide a general and technical update to all Indian professionals who are involved in the design, management, accounting and evaluation of employee benefit schemes.

Description: This discussion at the SOA 1990 Dallas Spring Meeting is about small pension plans and issues unique to them including plan design, funding and IRS audits.