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Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities ... Metrics to Monitor Them in the Future How does retirement preparedness in the U.S. vary across racial/ethnic ...- Authors: Andrew Larocque, Patricia E Matson
- Date: Mar 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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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-investment-practices-in-global-retirement-systems
discussion on establishing a public retirement plan investment strategy. Expect to cover the typical evolution ... evolution of investment policies from 100% government bonds supporting government borrowing, diversification ...- Date: Mar 2023
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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pension-risk-transfer
Pension Risk Transfer involves two distinct disciplines of the actuarial profession. To date, understanding ... understanding the other side of PRT has been limited. This session will attempt to clarify the mechanics of the ...- Authors: James Walton, Sebastian Jaramillo, Jason Vinegult
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement
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2023-db-dc
Come discuss the interaction between defined benefit (DB) plans and defined contribution (DC) plans. ... more about the impact of DB plans on DC plan design and vice versa. Join us and learn about the differences ...- Authors: Christopher Wittemann
- Date: Oct 2023
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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2023-what-retire-plan-features
Join the SOA Research Institute for a webcast discussing a Deloitte Consulting research study that explored ... explored "What Retirement Plan Features do Employees Really Want?" The purpose of the study was to gain ...- Authors: Andrew Peterson
- Date: Aug 2023
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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2023-inv-act-pro
study format. The session will begin with a lightning round discussion with audience polling on professionalism ... professionalism topics and standards of investment practice. Participants will then work through several case ...- 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-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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2023-ethics-retire-act
Join us for this webcast that focuses on case studies covering the ethical challenges and dilemmas that ...- Authors: David Godofsky, Sherry Chan
- Date: Oct 2023
- Competency: Professional Values
- Topics: Actuarial Profession; Pensions & Retirement
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2023-fw-demands-new-workforce
Explore the post-pandemic COVID-19 workforce and its characteristics in this webcast. Due to the Great ...- Authors: Greg Ward
- Date: Dec 2022
- Competency: External Forces & Industry Knowledge
- Topics: Health & Disability; Pensions & Retirement