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retirement-planning-middle-aged-adults
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 ...- Date: May 2024
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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best-of-both-worlds-defind-benefit-plans
In recent years, there has been an uptick in new defined benefit plans and previously frozen plans have reopened to take advantage of surplus assets. However, few of these new plans are what we ...- Authors: Lee Gold, Victor Harte
- Date: Sep 2024
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Pensions & Retirement
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2023-deal-no-deal-prof
Learn through examples how actuaries working in traditional and nontraditional actuarial roles should apply ASOPs when navigating through situational challenges when collaborating with other ...- Authors: Nickolas Ortner, Tiana Zhao, Art W Lewis
- Date: May 2024
- Competency: Professional Values
- Topics: Actuarial Profession
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IRS Releases Long-Awaited Final RMD Regulations and New Proposed Regulations to Implement SECURE 2.0 Provisions
IRS Releases Long-Awaited Final RMD Regulations and New Proposed Regulations to Implement SECURE 2.0 Provisions The article discusses the recent final and proposed regulations published by the ...- Authors: Alison R Peak, A Micheal McMahon, Grace F. Sullivan
- Date: Nov 2024
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Pension legislation and regulation; Public Policy
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2023-life-meeting-virt-session-4d
The actuarial profession is changing rapidly and the skills needed to be successful are also changing. In this session, we will debate key topics and questions, such as: What is the predominant ...- Authors: Society of Actuaries
- Date: Mar 2024
- Topics: Actuarial Profession; Predictive Analytics; Technology & Applications
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2023-life-meeting-virt-session-4b
Come hear about the latest trends and insights as this panel discusses the happenings in life insurance marketplace. The panel plans to cover product, regulatory, underwriting, marketing, and ...- Authors: Society of Actuaries
- Date: Mar 2024
- Topics: Life Insurance
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2023-challenges-life-annuities
At the conclusion of the first part, attendees will be able to describe sources of reserve redundancy for products under Principle Based Reserve (PBR) and products under Commissioners' ...- Authors: Erik Pronovost, Eryn Bacewich, Bingjie Li
- Date: May 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Reinsurance
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2023-professionalism-town-hall
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 ...- Authors: Hal Pedersen, Christian Robert
- Date: May 2024
- Competency: Communication; Leadership; Professional Values
- Topics: Actuarial Profession; Finance & Investments; Pensions & Retirement
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ethics-retirement-actuaries
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 ...- Authors: Margaret S Berger, Philip Helppi
- Date: Oct 2024
- Competency: Professional Values
- Topics: Actuarial Profession; Pensions & Retirement
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2013-2021 Group Life Experience Study
2013-2021 Group Life Experience Study LIMRA and the SOA Research Institute have completed the most up-to-date study of group life experience. The results include breakdowns for Basic Life, ...- Date: Nov 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Actuarial Profession; Life Insurance