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Session 162: Technology and the Impact to Retirement Consumers in the Future
Session 162: Technology and the Impact to Retirement Consumers in the Future Technology ... Retirement planning is one of the more complex and dynamic aspects of personal financial planning. A periodic ...- 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
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Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension ... factors to its proprietary models. Due to the dynamic nature of factors affecting markets, there is no ...- Authors: Brett Dutton, Rene Martel, Hilja Viidemann
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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Session 027: Managing Risk for Underfunded Pension Plan
Session 027: Managing Risk for Underfunded Pension Plan Legislative changes and the economic ... understand and manage pension risk and volatility. Dynamic asset allocation glidepaths reduce risk as plans ...- Authors: Kathleen Brolly, Christopher Wittemann, Chad Keuneke
- Date: Jan 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Risk management
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Session 2B: Building Portfolios for Retirement
Session 2B: Building Portfolios for Retirement Learn industry best practices including challenges ... realised volatility of the portfolio due to the dynamic strike methodology keeping the protection relevant ...- 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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Pension Product Pricing and Longevity Risk Management
Pension Product Pricing and Longevity Risk Management Mr. Rallis will discuss trends in the market for ... • Industry tables a typical starting point • Dynamic projection anticipates future improvements ...- Authors: Andrew D Rallis
- Date: Sep 2016
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement
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RIDFC Symposium – Structure and Broad Systems Design
and accountability. My model is called the Dynamic Social Security System (DSSS). The membership is ... proper stewardship of funds will be critical. The dynamic social security system that Professor Chang has ...- Authors: Application Administrator, Chiu-Cheng Chang, Judy Feldman Anderson, Neela Ranade, Tapen Sinha, Aliya Wong
- Date: Jun 2002
- Competency: Strategic Insight and Integration>Big picture view
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Social Insurance
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Changing Patterns of Retirement Seminar: The Impact of Economic Conditions on Retirement
Changing Patterns of Retirement Seminar: The Impact of Economic Conditions on Retirement This ... saying that there was some dynamic that was propping them up. The dynamic was that more and more of the ...- Authors: John F Kalnberg, Anna M Rappaport, Robert L Clark
- Date: May 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Behavioral economics; Pensions & Retirement
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Planning For Future State: Forces for Change in Retirement Security Part I
Planning For Future State: Forces for Change in Retirement Security Part I This presentation ... considered to be one of the most outstanding and dynamic futurists in the country. MS. EDITH WEINER: Let's ...- Authors: Robert W Ryan, Edith Weiner
- Date: Jun 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Plan Design: 1990s and into the 21st Century
Plan Design: 1990s and into the 21st Century 1992 SOA Annual Meeting, Washington, D.C. This ... the same long-term employer contribution. The dynamic there is that as soon as you convert to cash balance ...- Authors: Janice P Bricker, Paule Desaulniers, Edwin Hustead, Harlan M Weller
- Date: Oct 1992
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance Companies
Is There Life After Executive Life? Retirement Plan Participants and the Guarantees of Insurance ... money into GIC investments involves a broader dynamic than just credit. There are other things happening ...- Authors: Gregory Alan Bishop, Paul Zeisler, Kevin A Ceurvorst, Philip J Suess, Sharon Novickas
- Date: May 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Focus 2000: Outlook for Employee Benefits
very little insurance, and so there's another dynamic going on. They may be moving into the work force ... care is important, but it doesn't have the same dynamic that it did before. The other thing that I'm seeing ...- Authors: Donald P Harrington, W Paul McCrossan, C S Kit Moore, Anna M Rappaport, Carol Lockhart
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability; Pensions & Retirement
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An Overview Of Pension Issues And Recent Developments For The Non-Pension Actuary
given up the upside risk. Another strategy is dynamic asset allocation. This involves continually changing ... that high return for a few months. This is a dynamic strategy; it's a strategy to do when that rate ...- Authors: John Foley, David M Lipkin, Gretchen A Flatto, Ronald M Tagoff, Joel S Feingold
- Date: Apr 1986
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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The Impact Of Socio-Economic Changes On Employee Benefits
The Impact Of Socio-Economic Changes On Employee Benefits Presented at April 1985 Spring Meeting. ... static basis of sixty-five but rather on a more dynamic or flexible basis so that the largest part of the ...- Authors: Thomas E Cain, Raymond E Pinczkowski, William E Hembree, Lily Chao
- Date: Apr 1985
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Immunization And Dedicated Portfolios For Pension Funds
" It is a floating kind of assumption. It is a dynamic kind of assumption that has to change every year ... inadequacy of our assumptions to deal with the kind of dynamic economic situations that we find ourselves in.- Authors: Rowland Davis, William A Farquhar, Andrew F Shewan, T Thomas Simester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Projected Annuity/Pension Mortality
Commissioners Annuity Reserve Method is certainly a dynamic subject. Whatever answers or conclusions that we ... NAIC became concerned with the passing of the dynamic valuation law. As Jay was saying, much of the interest ...- Authors: Paul H Jackson, Jay Jaffe, Robert J Johansen, Robert McClester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement
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Government and Pension Reports
Government and Pension Reports This is a panel discussion on government and pension reports. ... nature, they may risk excluding in the future more dynamic and effective approaches. Instead, he prefers to ...- Authors: Herb N Beiles, Chester D Clark, David A Short, Frederick Thompson
- Date: Apr 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement
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Retirement Income Security in Canada
Retirement Income Security in Canada This meeting session presentation and discussion occurred at the 1980 ... figures that you look at. We need to look at a more dynamic model before we make conclusions.- Authors: Michael A P Beck, John A McLean, Arnold J Shell, Howard A Tate
- Date: May 1980
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement; Pensions & Retirement>Funding
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
standards. Very briefly, the proposal is for a dynamic valuation structure, where the maximum interest ... certain basic principles for implementing the dynamic valuation proposal. One subtlety is not covered ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Digest of Discussion at Concurrent Sessions
Digest of Discussion at Concurrent Sessions Digests of following discussions: 1. Mutual life ... mutual is so different that one must scrap all the dynamic notions involved in a successful stock company ...- Authors: Society of Actuaries
- Date: Nov 1971
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Management skills; Economics>Behavioral economics; Economics>Financial markets; Enterprise Risk Management>Governance; Finance & Investments>Investment strategy - Finance & Investments; Financial Reporting & Accounting; Health & Disability; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement