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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 ... over the current status of public plans within the U.S. You will then quickly dive into case studies on ...- Authors: Douglas Fiddler, Todd Tauzer, John Voelker
- Date: Sep 2021
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement
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2023-rx-reporting-caa
In late 2021, U.S. Congress passed the Consolidated Appropriations Act (CCA), which requires group health ...- Authors: Michael Miele, Lina Chan
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Experience Studies & Data; Health & Disability
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2022-impact-session-10c
Underwriting (AU) programs performing as expected? As mortality experience will (hopefully) be slow to emerge ... performance. From random hold outs, to post-issue APS's, and post-issue prescription profiles, explore popular ...- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Experience Studies & Data; Life Insurance; Predictive Analytics
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2022-life-session-4g
and mortality experience using data from mandatory submissions; a deep dive into old age mortality; and ... and an update on the committee's work to establish a predictive analytics framework that will be open ...- Authors: Society of Actuaries
- Date: Mar 2023
- Topics: Experience Studies & Data; Life Insurance; Predictive Analytics
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2021 Life Meeting - Session 2C: Life Insurance and Annuity Taxation with Recent IRS Section 7702 Changes 8.30.21 Recording
Throughout this session, the presenters will focus on tax rules pertaining to life and annuities, ... a life insurance contract. In addition, recent annuity changes will be discussed such as required minimum ...- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance
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2021 Life Meeting - Session 7D: Emerging Trends in Lapse and Mortality for Life Products 9.1.21 Recording
Key ... findings from most recent industry experience on mortality and lapse experience for life insurance products ...- Authors: Society of Actuaries
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Experience Studies & Data; Financial Reporting & Accounting; Life Insurance; Predictive Analytics
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2023-life-meeting-virt-session-9d
experts to learn about the evolution of U.S. life insurance industry's climate disclosures and how insurers ... all sizes and complexities are responding to NAIC's requirements. 25475 1018 3/18/2024 12:00:00 AM ...- Authors: Society of Actuaries
- Date: Mar 2024
- Topics: Enterprise Risk Management; Public Policy; Environment
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2022-retirement-risks-pand
preparedness and understanding individuals in the U.S. nearing retirement or those who are already retired ... survey completed through the SOA Research Institute’s Aging and Retirement Strategic Research Program.- Authors: Brian J Perlman, Anna M Rappaport
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Long-term Care; Pensions & Retirement; Social Insurance
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2023-investment-pract-global
is different from investing for retirement in the U.S. and Canada. In developing countries, there are fewer ... over time as a country and its retirement system(s) develop together. Come broaden your horizons by ...- Authors: R Inglis, Nilesh Patel
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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2021 Life Meeting - Session 4D: How to Right-Size Model Governance: Practical Considerations and Lessons Learned 8.31.21 Recording
Recent regulatory developments and ASOP 56 have reinforced the need for robust governance over actuarial ... and documentation templates) to fit each company's unique culture and organizational structure.- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Topics: Enterprise Risk Management; Financial Reporting & Accounting