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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 ... discuss common challenges encountered in the past couple of years of LDTI implementation and propose ways ...- Authors: Society of Actuaries
- Date: Oct 2021
- Competency: Results-Oriented Solutions
- Topics: Finance & Investments; Pensions & Retirement
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The Future of Defined Contribution Plans
The Future of Defined Contribution Plans An interview with Michelle Richter-Gordon which provides a ... retirement professionals can improve the financial security of retirees during the decumulation phase. financial ...- Authors: Patrick Ring
- Date: Jan 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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A Helpful Nudge: Behavioral Economics and Retirement Preparedness Webcast
webcast, we will highlight key insights from the fields of behavioral economics and data analytics that ... utilized to better equip employees for retirement. Areas of focus will include inherent biases that people exhibit ...- Authors: Warren Cormier, Felix Anim Okwaning, Megan Yost, Michele C Raad
- Date: Jul 2021
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Annuities; Economics; Pensions & Retirement; Technology & Applications
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2023-secure-2
provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly ... significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine ...- 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
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living-to-100-gs4
generally includes a focus on decisions needed at time of retirement, but it often fails to focus on changes ... as people age. The 2021 SOA Risk Survey and other SOA research documents the lack of focus on future ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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2023-secure-2-lets-talk-about-retirement-and-taxes
provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly ... significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine ...- 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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living-to-100-s06b
some of these gaps by enabling “virtual” doctor visits. Telemedicine improves access to medical care ... care, reduces the need for transportation, reduces wait times, protects the health of individuals who won’t ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income
Session 104: Managing the Payout Phase: The Use of Annuities to Provide Retirement Income With freezing ... freezing and termination of DB plans, there is a growing void in retirees' retirement planning that can best ...- Authors: Arin Bratt, Ricardo Trachtman, Christine Jello, Kelli Hueler
- Date: Feb 2020
- Competency: Results-Oriented Solutions
- Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
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The Big Picture: Highlights from the Impact of Aging Sessions at the 2017 Living to 100 Symposium
The Big Picture: Highlights from the Impact of Aging Sessions at the 2017 Living to 100 Symposium This ... issues in the UK, the US and Canada as well as what can be done by individuals. Canadian Institute of Actuaries;financial ...- Authors: John Cutler
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Pension Section News
- Topics: Demography>Longevity; Global Perspectives; Pensions & Retirement; Public Policy; Social Insurance
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What Retirement Plan Features Do Employees Really Want?
with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees ... features they prefer. pension policy, running out of money, retirement risk, retirement plans, retirement ...- Authors: Patrick Ring
- Date: Mar 2023
- Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks