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A Helpful Nudge: Behavioral Economics and Retirement Preparedness Webcast
webcast, we will highlight key insights from the fields of behavioral economics and data analytics that ... utilized to better equip employees for retirement. Areas of focus will include inherent biases that people exhibit ...- Authors: Warren Cormier, Felix Anim Okwaning, Megan Yost, Michele C Raad
- Date: Jul 2021
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Annuities; Economics; Pensions & Retirement; Technology & Applications
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2023-financial-well-being-role-employers
Explore the importance of financial well-being and current efforts to improve it for all stakeholders ... and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising ...- Date: Jul 2023
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Finance & Investments; Long-term Care; Pensions & Retirement
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The Temporary And Limited Waiver Of The RMD Rules For 2009
The Temporary And Limited Waiver Of The RMD Rules For 2009 This article discusses the temporary waiver ... waiver and how it provides only limited relief from the section 401a9 minimum distribution requirements.- Authors: Mark E Griffin
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Pensions & Retirement; Public Policy
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Optimal Decumulation Strategy during Retirement with the Purchase of Deferred Annuities
Decumulation Strategy during Retirement with the Purchase of Deferred Annuities This presentation presents ... decumulation strategy during retirement with the purchase of deferred annuities. decumulation strategy ...- Authors: Anran Chen
- Date: Mar 2017
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Pensions & Retirement
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Projected Annuity/Pension Mortality
Projected Annuity/Pension Mortality This session looked at techniques suitable, practical or useful ... in recognizing future improvement in mortality, the projected mortality vs. Actuary's Opinion and ...- Authors: Paul H Jackson, Jay Jaffe, Robert J Johansen, Robert McClester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement
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2023-covid-19-experience-us-uk
Discuss a comparison of the U.S. general and insured population mortality experience and how COVID-19 ... deaths impacted the populations differently. Discover the population mortality experience in the UK with a ...- Authors: David Lu , Carolyn Covington, Nina Han
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Economics; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance; Environment
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Digest of Forum on Old Age Benefits
Digest of Forum on Old Age Benefits The objective of this forum was to bring together basic factual ... good cross section of actuarial thinking in this field. From Transactions of Society of Actuaries 1950, ...- Authors: Howard H Hennington, George E Immerwahr, Robert J Myers, Albert Pike, Jack Dyer, WILLIAM MARTIN ANDERSON, Frank L Griffin, Charles A Siegfried, Harry E Blagden, Reinhard A Hohaus, Allen L. Mayerson, Stanley W. Gingery, Dorrance C. Bronson, Clark T Foster, Frederick P Sloat, Manuel Gelles, M. Albert Linton, Robert A. Wishart
- Date: Mar 1950
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities; Pensions & Retirement
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2023-covid-exp-organ-impairments
Discuss a comparison of the U.S. general and insured population mortality experience and how COVID-19 ... deaths impacted the populations differently. Discover the population mortality experience in the UK with a ...- Authors: David Lu , Carolyn Covington, Nina Han
- Date: May 2023
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Economics; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance; Environment
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Opportunities in Income Products
addresses the forces influencing the direction of growth in income products. From the Record of the Society ... Society of Actuaries, Volume 27, No. 2, Session 46PD of the Toronto Spring Meeting. Demographics;Long-term ...- Authors: Steve Cooperstein, Josee Deroy, Jonathan Hecht
- Date: Jun 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement
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SECURE Act 2019- A world of opportunities for annuity carriers
Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity ... annuity carriers created by the SECURE Act to distribute annuities through Employer Sponsored Defined ...- Authors: Ian Michael Laverty
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans