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Generational Forces: Gen Z, Millennials, Gen-Xers and Baby Boomers
How do unpredictable short-term mortality shocks due to the Coronavirus impact assumptions for pension ... valuations? What impact does this have in reviewing a plan's experience and can an actuary justify making adjustments ...- 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-covid-19-experience-us-uk
Discuss a comparison of the U.S. general and insured population mortality experience and how COVID-19 ... populations differently. Discover the population mortality experience in the UK with a focus on the recent ...- 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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2022-long-risk-underapp
Despite its significance, longevity risk in the U.S. market has historically received fairly little attention ...- Authors: Ellen L. Kleinstuber, Erik Pickett , David Lipovics
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Reinsurance
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2022-retirement-risks-pand
preparedness and understanding individuals in the U.S. nearing retirement or those who are already retired ... survey completed through the SOA Research Institute’s Aging and Retirement Strategic Research Program.- Authors: Brian J Perlman, Anna M Rappaport
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Long-term Care; Pensions & Retirement; Social Insurance
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2023-investment-pract-global
is different from investing for retirement in the U.S. and Canada. In developing countries, there are fewer ... over time as a country and its retirement system(s) develop together. Come broaden your horizons by ...- Authors: R Inglis, Nilesh Patel
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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Thinking Ahead: A Guide for Keeping Your Money Safe as You Age
Millions of aging Americans are challenged to prepare for uncertain health and financial ... retirement goals. To address these issues, the SOA’s Aging and Retirement Strategic Research Program co-sponsored ...- Authors: Steven Vernon, Anna M Rappaport
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Health & Disability; Long-term Care; Pensions & Retirement
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2022-impact-covid-19-retire
Join us to explore a variety of ways that COVID-19 has impacted retirement and how those ... series of research reports published through the SOA's Aging and Retirement Strategic Research Program will ...- 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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2022-max-health-span
Planning for retirement is at the top of many minds. How do I save? When is the right time? ... recent report sponsored by the SOA Research Institute’s Aging and Retirement Strategic Research Program and ...- Authors: Howard Bolnick, Daniel Kotzen, Kevin Xiao
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Demography; Health & Disability; Life Insurance; Pensions & Retirement
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2023-secure-2
This webcast provides an overview of the key provisions of the recently enacted SECURE ... distribution exceptions and how this might affect a company’s reporting obligations. Come learn about some of the ...- 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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2021-esg-views
The SOA Investment Section is holding a three-part Environmental, Social & Governance ... decisions. This new reality raises many questions: what's next for ESG in the institutional space? What will ...- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Finance & Investments; General Insurance (Property & Casualty); Global Perspectives; Pensions & Retirement; Environment