Description: 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. The presenters will examine a history of the legislation and focus on some of the key provisions of the Act. In particular, we will discuss provisions that give individuals more flexibility on how they will contribute to their retirement accounts and provisions that provide new ways for individuals to save. Explore certain significant structural changes to the rules such as the automatic enrollment for new plans and the elimination of lifetime RMDs for designated Roth accounts. The panel will also focus on the provisions that provide greater access to retirement funds through new distribution exceptions and how this might affect a company’s reporting obligations. Come learn about some of the relief provisions included in SECURE 2.0, including an expanded EPCRS program to cover errors relating to IRAs.

Description: This article exams societal trends that may influence retirement patterns and presented retirement scenarios. From The Actuary Vol. 24, No. 12

Description: Feature article discussing how in the last couple of years many people have been talking about environment, social and governance (ESG) investments and what they are

Description: This article explain the origin of the pensions system in Paraguay, its evolution and the current challenges: demographic evolution and economic scenario.

Description: The Society of Actuaries Retirement Section Research Committee has sponsored a retirement project on the impact of megatrends and paradigm shifts on retirement plan design and funding. Various aspects were examined in the context of the future of retirement plans, including: Sociocultural Economic Technological Health and Long-term Care Environmental Presenters will address how the future is changing and challenge accepted thinking about retirement issues, as well as highlight new areas for consideration. At the end, you will have a better understanding of megatrends and how actuaries and others may address the changes in retirement plans.

Description: In session 14 MM of the Washington Annual Meeting the instructor summarizes the research topics presented at the actuarial research conference held at the University of Calgary during August 1997. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: The Society of Actuaries’ (SOA) Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) are pleased to publish this essay collection on Aging and Retirement Issues in People of Different Races and Ethnicities. This effort explores how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and promotes a better understanding of the underlying issues surrounding the differences.

Description: Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising inflation, dive into this webcast to learn better preparation for retirement security. How will we meet the future challenges of financial well-being? Discover research materials from the Geneva Association, Financial Finesse and the Society of Actuaries Aging and Retirement Strategic Research Program crafted to help clients and colleagues financially plan for the future.

Description: Emerging Applications of ESG Methods offers ground-up insights on cutting edge applications of economic scenario generation. The course will focus on the incorporation of climate change risk in scenario modeling and investment applications of ESGs. The following topics will be covered: Approaches to climate risk modeling. Climate risk is very different than classical financial economic risk. Radical uncertainty is amenable to scenario analysis and lack of data. Building special deterministic scenarios that go beyond NGFS requirements as well as bespoke scenarios. Holistic Approach to Climate Risk Modeling. Overview of different Climate Risk Modeling Applications. Use of ESG scenarios for Strategic Asset Allocation (SAA). Liquidity risk management.

Description: There are reasons for the retirement actuary to be optimistic about the future of our practice. There are reasons to believe that actuaries will play an increasingly large and valuable role in the retirement industry and there are significant opportunities for growth—from both an individual and a profession wide perspective— within the pension consulting field.