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2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership between actuarial and IT teams. This session will discuss common challenges encountered ...- Authors: Society of Actuaries
- Date: Oct 2021
- Competency: Professional Values
- Topics: Pensions & Retirement
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The Art of the Expert Witness
The Art of the Expert Witness From a session at a meeting of the Society of Actuaries held in Las Vegas, NV May 22-24, 2000 Discussion of expert witness testimony, the process involved in ...- Authors: Michael Conefry, Colin Southcote-Want
- Date: May 2000
- Competency: Communication>Active listening; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; Professional Values; Professional Values>Ethical standards; Relationship Management>Relationships and trust
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Actuarial Profession>Code of Conduct; Actuarial Profession>Standards of practice; Pensions & Retirement
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Session 192: Ethics for the Retirement Actuary
Session 192: Ethics for the Retirement Actuary Experienced actuaries will discuss various ethical problems faced by retirement actuaries in everyday practice. Actuaries practicing in other ...- Authors: Marcus Robertson, Scott McManus, John Deinum
- Date: Mar 2020
- Competency: Professional Values
- Topics: Actuarial Profession; Actuarial Profession>Ethics; Pensions & Retirement; Pensions & Retirement>Corporate plans
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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 pension actuaries are currently facing. Participate in an interactive opportunity for ...- Authors: David Godofsky, Sherry Chan
- Date: Oct 2023
- Competency: Professional Values
- Topics: Actuarial Profession; Pensions & Retirement
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Chairperson's Corner
Details on the Retirement Section Council and the direction we're moving for our members.- Authors: Todd Tauzer
- Date: Jan 2022
- Competency: Communication; Leadership; Professional Values; Relationship Management; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement
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2023-china-symposium
Reunite with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border ...- Authors: Society of Actuaries
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; 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
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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.- 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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Chairperson's Corner
Chairperson's Corner Chairperson's welcome to the RS and thoughts about our future. By Hal Tepfer Retirement Section News, January 2023 Hello, Retirement Section Council members (and others ...- Authors: Hal Tepfer
- Date: Jan 2023
- Competency: Leadership; Professional Values
- Publication Name: Retirement Section News
- Topics: Actuarial Profession; Pensions & Retirement
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What is the Retirement Section Council? An Interview of SOA Retirement Section Council Chair
What is the Retirement Section Council? An Interview of SOA Retirement Section Council Chair Interview with the current Chair of the Retirement Section Council, describing the work of the Council ...- Authors: Hal Tepfer, Patrick Ring
- Date: Jul 2023
- Competency: Communication; Leadership; Professional Values
- Publication Name: Retirement Section News
- Topics: Actuarial Profession; Pensions & Retirement
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Why Glide Paths Should Evolve
Why Glide Paths Should Evolve The paper demonstrates that the most popular rationalization for evolving glide paths is flawed and should be discarded. The paper also demonstrates that glide paths ...- Authors: Dimitry D Mindlin
- Date: Jun 2022
- Competency: Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Pension finance; Pensions & Retirement>Pension investments & asset liability management