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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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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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2023-inv-act-pro
professionalism standards in an interactive case study format. The session will begin with a lightning round discussion ... audience polling on professionalism topics and standards of investment practice. Participants will then work ...- Authors: Hal Pedersen, Christian Robert
- Date: Nov 2023
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values
- Topics: Actuarial Profession; Finance & Investments; Pensions & Retirement
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2023-reinsurance-help-prod-dev
insurer to better develop products, and lift in the areas that reinsurers have more experience, help ... and software. The speakers will also present Direct to Consumer plan from various points of view, i.e., ...- Authors: David Goehrke , Chris Behling, James Goad, Yiru (Eve) Sun
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Annuities; Economics; Enterprise Risk Management; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance
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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 ...- 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
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Session 2B: Building Portfolios for Retirement
to growth, most exposed to sequencing risk, and the need for smooth returns to avoid poor investor behavior ... how to set investment objectives which consider the members’ real-world needs and how to build portfolios ...- 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; Environment
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2024-china-symposium
Gather with members and non-members in the China actuarial community to discuss recent topics and related ...- Date: Feb 2024
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; 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