Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • 2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
    Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership ... discuss common challenges encountered in the past couple of years of LDTI implementation and propose ways ...

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    • Authors: Society of Actuaries
    • Date: Oct 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Public Policy
  • 2023-secure-2
    provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly ... significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine ...

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    • 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
  • 2023-secure-2-lets-talk-about-retirement-and-taxes
    provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly ... significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine ...

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    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Public Policy
  • 2022-arpa-multiemployer-relief-challenges
    The Special Financial Assistance (SFA) program included in the American Rescue Plan Act (ARPA) will provide ... provide grants to some of the more troubled multiemployer plans. While this is a welcomed relief for ...

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    • Authors: Society of Actuaries
    • Date: Dec 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Finance & Investments; Pensions & Retirement; Public Policy
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
    Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet ... outcomes for retirees. However, a combination of changes can be of significant value in addressing this overlooked ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • Recent Rulings and Regulations Update - Late-Breaking Developments
    Recent Rulings and Regulations Update - Late-Breaking Developments This session discussion ... regulations and announcements which have been issued in the last year. This is intended to be an overview and ...

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    • Authors: Dale B Grant, Adrien R LaBombarde, David C Lindeman
    • Date: Apr 1992
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • Session 103: How Equitable is Your Actuarial Equivalence?
    for form and timing of payment. The definition of Actuarial Equivalence is set in the Plan Document which ... reviewed for decades. With a wave of recent pension litigation in the U.S., plan sponsors, attorneys and ...

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    • Authors: Mitchell Serota, Lisa Schilling, Robert Izard
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy
  • Social Policy and Retirement Plans
    public and private retirement plans in the United States and Canada. The key issues discussed pertain to age ... status, and income level. Also discussed is the possible impact of public social policies on future trends ...

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    • Authors: Laurence E Coward, Anna M Rappaport, James R Swenson, Judith Wolfson
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Demography>Gender factors; Pensions & Retirement; Public Policy
  • Executive Benefits: Part 1
    provided information on executive compensation plans in the US, with special emphasis on nonqualified deferred ... 1. The growing importance of nonqualified deferred-compensation plans and the description of those ...

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    • Authors: Silvio Ingui, Arthur F Woodard, Andrew L Oringer
    • Date: Jun 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement; Public Policy
  • 2023-china-symposium
    Reunite with members and non-members in the China actuarial community to discuss recent topics and related ... networking opportunities, and share your experiences in the finance and insurance industries, as well as other ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; 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