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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 ...- Authors: Society of Actuaries
- Date: Oct 2021
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement
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Generational Forces: Gen Z, Millennials, Gen-Xers and Baby Boomers
unpredictable short-term mortality shocks due to the Coronavirus impact assumptions for pension valuations ... actuary justify making adjustments? What portions of the population were most impacted by COVID-19? Find ...- Authors: Jennifer Haid, Timothy Geddes, Patrick Nolan
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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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 ...- 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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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 ...- 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
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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 ... research material sponsored by the SOA’s Retirement Section. Retirement plans of the past were defined as a benefit ...- 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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2021-esg-views
The SOA Investment Section is holding a three-part Environmental, Social & Governance (ESG) Investment ... Series in September and October, which will cover the challenges and implementation. This series is suited ...- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Finance & Investments; General Insurance (Property & Casualty); Global Perspectives; Pensions & Retirement; Environment
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2022-impact-covid-19-retire
variety of ways that COVID-19 has impacted retirement and how those impacts may extend into the future ... future. Material from a series of research reports published through the SOA's Aging and Retirement Strategic ...- Authors: Anna M Rappaport, Julie Stich, John Cutler
- Date: Nov 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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2023-db-dc-best
Come discuss the interaction between defined benefit (DB) plans and defined contribution (DC) plans. ... more about the impact of DB plans on DC plan design and vice versa. Join us and learn about the differences ...- Authors: Christopher Wittemann
- Date: May 2024
- Competency: Strategic Insight and Integration
- Topics: Pensions & Retirement
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2022-value-annuities-global-longevity
Investigate the concept of value annuities and the potential cost-effective differences when compared ... pool of annuitants rather than a centralized insurer. Join this webcast for a closer look at the practicalities ...- Authors: William Price
- Date: Jul 2023
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Annuities; Global Perspectives; Pensions & Retirement; Public Policy; Social Insurance
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2022-ltss-program-design
advantages of financing LTSS that way • Design decision points for an LTSS program • Existing examples of programs ... programs in the US and Abroad • Challenges and differences in pricing state-based LTSS financial reform ...- Authors: Eileen Tell
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Actuarial Profession; Experience Studies & Data; Long-term Care; Pensions & Retirement; Social Insurance