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  • Session 122: Financial Wellbeing
    Financial Wellness, Mercer Jeff Tulloch, Vice President, U.S., Broker Relationships, MetLife October 29, 2019 ... follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...

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    • Authors: Jillian Kennedy, Nathan Christopher Zahm, Jeff Tulloch
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Post retirement risks
  • Session 162: Technology and the Impact to Retirement Consumers in the Future
    Projection Model® (RSPM) finds that 40.6 percent of all U.S. households where the head of the household is between ... of tomorrow Source: Cerulli Association report, U.S. Retail Investor Advice Relationships 2015. 4For ...

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    • Authors: Gregory A Ward, Nathan Christopher Zahm
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Technology & Applications; Technology & Applications>Analytics and informatics
  • Investment Acumen for the Pension Actuary: Does it matter?
    Investment Acumen for the Pension Actuary: Does it matter? The investment allocation is a critical ... sum windows • Retiree lump sum windows • Group annuity buy-ins or buy-outs • Plan terminations And for ...

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    • Authors: Nathan Christopher Zahm
    • Date: Sep 2014
    • Publication Name: Pension Section News