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  • A View from the SOA’s Staff Fellow for Retirement
    A View from the SOA’s Staff Fellow for Retirement summary of Canadian topics from recent Retirement Section Council meeting. Update on defined contribution initiative and potential US ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Public Policy; Public Policy
  • Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge”
    Post-secure 2.0 Opportunities for Defined Contribution Plans: Addressing the “Deaccumulation Challenge” There is no silver bullet to improving retirement income outcomes for retirees. However, a ...

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    • Authors: Mark Shemtob
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Retirement risks; Public Policy; Public Policy; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
  • 2023-secure-2-lets-talk-about-retirement-and-taxes
    This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.

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    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Public Policy
  • 2022-arpa-multiemployer-relief-challenges
    The Special Financial Assistance (SFA) program included in the American Rescue Plan Act (ARPA) will provide grants to some of the more troubled multiemployer plans. While this is a welcomed ...

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    • Authors: Society of Actuaries
    • Date: Dec 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Finance & Investments; Pensions & Retirement; Public Policy
  • 2022-value-annuities-global-longevity
    Investigate the concept of value annuities and the potential cost-effective differences when compared to traditional annuities by attending this webcast. Value annuities are an alternative ...

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    • Authors: William Price
    • Date: Jul 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Global Perspectives; Pensions & Retirement; Public Policy; Social Insurance
  • 2024-china-symposium
    Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and ...

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • 2023-secure-2
    This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.

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    • 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