Description: This webinar will discuss and illustrate professionalism standards in an interactive case study format. The session will begin with a lightning round discussion with audience polling on professionalism topics and standards of investment practice. Participants will then work through several case studies in an investment context, each of which will have its own specific professionalism considerations. Audience polling and discussion will be included as part of each case study.

Description: Join us for this webcast that focuses on case studies covering the ethical challenges and dilemmas that pension actuaries are currently facing. Participate in an interactive opportunity for audience members, as interaction is highly encouraged.

Description: Pension risk transfer (PRT) involves two distinct disciplines of the actuarial profession, retirement and life insurance. This session is open to all but targeted to retirement actuaries looking to understand the considerations of how PRT is priced by life insurance actuaries and the nature of the risks that life insurers face. If you're a life insurance actuary, you will gain insight into how the retirement side views the PRT insurers, particularly in relation to safety.

Description: Discover an update on recent developments affecting U.S. retirement plans, such as regulatory guidance, new legislative proposals, recent court cases and recent trends. Experienced pension actuaries will share their perspectives on these issues and the impact on plan sponsors. Key learning outcomes include: - Understanding recent legislation and guidance affecting retirement programs

Description: This webcast presents findings from a recent report sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning of 35- to 45-year-olds through a series of focus groups. The motivation for this effort was to gain insight into the attitudes, beliefs, and other factors that influence this age group’s savings and retirement planning. Along with findings from the report, additional context and perspectives on the broader implications of the report will be presented. These implications include its connection to other research sponsored by the Aging and Retirement Strategic Research Program and the current retirement landscape. The perspectives of different stakeholders will be considered.

Description: This webcast will provide an overview of the types of ethical issues that pension actuaries may face throughout their careers and dive into specific examples of how to navigate and potential responses to such issues.

Description: This session delves into Actuarial Fairness and compares it to other fairness concepts within the context of retirement savings, exploring how these ideas influence behaviors among retirees. We explore how immediate financial pressures and complex financial decisions impact people's willingness and capability to save for retirement. The session will also review traditional retirement solutions and innovative alternatives, assessing how each aligns with fairness principles. Drawing parallels from public discourse on resource distribution in sectors like healthcare, we discuss broader implications of fairness in financial regulations and impacts on policy and decision-making in retirement planning. Learning Outcomes: Attendees will be able to: - Understand the application of fairness concepts, including Actuarial Fairness, to retirement income products. - Explore how perceptions of fairness influence retirement saving behaviors, examining personal finance challenges and the regulatory environment. - Assess innovative retirement solutions' roles in promoting fairness while upholding actuarial integrity. - Analyze the influence of legislation and public policy on the conceptualization, communication, and implementation of fairness in retirement products.

Description: Discussion on approaches within defined contribution retirement plans to provide retirement income as well as thoughts of how retirement plans might be structured in the future that employers will adopt that focus on retirement income delivery.

Description: Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising inflation, dive into this webcast to learn better preparation for retirement security. How will we meet the future challenges of financial well-being? Discover research materials from the Geneva Association, Financial Finesse and the Society of Actuaries Aging and Retirement Strategic Research Program crafted to help clients and colleagues financially plan for the future.

Description: Come discuss the interaction between defined benefit (DB) plans and defined contribution (DC) plans. You'll hear more about the impact of DB plans on DC plan design and vice versa. Join us and learn about the differences in DB and DC plan governance and cross-over opportunities between these plan solutions.