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  • Session 162: Technology and the Impact to Retirement Consumers in the Future
    Protection of wealth • Taxes • Inflation • Health care costs • Household budgeting Investment assets ... surprise events Extraordinary health care expenses, custodial-care expenses, and unexpected, large, mandatory ...

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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
  • Session 124: Private Pension Mortality Study
    and Retirement Research Data Processing • Four primary stages of data processing: 1. Initial review for ... Plan type (single employer vs. multiemployer) • Primary Retiree vs. Contingent Survivor ¹ The multivariate ...

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    • Authors: David Driscoll, Timothy Geddes, Patrick Nolan
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Group plans - Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans
  • Session 028: Best of Both Worlds: Combining DB and DC Plans
    Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...

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    • Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
    • Date: Jan 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans