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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-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 ...- Date: Apr 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy
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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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living-to-100-s06b
some of these gaps by enabling “virtual” doctor visits. Telemedicine improves access to medical care ... care, reduces the need for transportation, reduces wait times, protects the health of individuals who won’t ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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living-to-100-gs4
generally includes a focus on decisions needed at time of retirement, but it often fails to focus on changes ... as people age. The 2021 SOA Risk Survey and other SOA research documents the lack of focus on future ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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The Big Picture: Highlights from the Impact of Aging Sessions at the 2017 Living to 100 Symposium
The Big Picture: Highlights from the Impact of Aging Sessions at the 2017 Living to 100 Symposium This ... issues in the UK, the US and Canada as well as what can be done by individuals. Canadian Institute of Actuaries;financial ...- Authors: John Cutler
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Global Perspectives; Pensions & Retirement; Public Policy; Social Insurance
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Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop Lifetime Retirement Income
Society of Actuaries and Stanford Center on Longevity Collaborate to Help Pre-Retirees and Retirees Develop ... Develop Lifetime Retirement Income The Society of Actuaries (SOA) and Stanford Center on Longevity released ...- Authors: Society of Actuaries
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
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Session 1B: The Current Practice of Enterprise Annuity and Professional Annuity in China and its Future Developments
Session 1B: The Current Practice of Enterprise Annuity and Professional Annuity in China and its Future ... China’s population officially ages, the government has now escalated reform of China's social security system ...- Authors: Li Xiangting
- Date: Jul 2019
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Pensions & Retirement
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An Exploration of Lifecycle Finance
An Exploration of Lifecycle Finance Many retirement actuaries have experience developing, implementing ... significant portion of the investment and interest rate risk now or at some point in the future when specific ...- Authors: Matthew Brady
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Retirement Section News
- Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks
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What Retirement Plan Features Do Employees Really Want?
with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees ... features they prefer. pension policy, running out of money, retirement risk, retirement plans, retirement ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks