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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 ...

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    • 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
  • funding-opeb-programs

    Actuarial funding of OPEB plans is primarily a public sector phenomenon due to the different regulations and tax laws that impact private sector organizations in the US. OPEB funding started to ...

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    • Date: Apr 2025
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement
  • living-to-100-s02b

    "Driving Longevity Through Educational Attainment – Robert L. Brown – Ph. D. Higher Age U.S. Mortality By Education and Cause of Death Trends, Inequality and Controllable Risk Factors – Andrew ...

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    • 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
  • The Impact of Family Structure on Aspects of Retirement - Essay Collection

    The document is a call for essays on the Impact of Family Structure on Aspects of Retirement, issued by the Society of Actuaries to explore how diverse family structures influence retirement ...

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    • Date: Jun 2025
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • 2015-2024 Deferred Annuity Mortality Study Data Request

    2015-2024 Deferred Annuity Mortality Study Data Request SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study. SOA Research ...

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    • Date: Jul 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data; Pensions & Retirement
  • 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 and termination of DB plans, there is a growing void in retirees' retirement planning that ...

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    • 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
  • The Impact of Climate Change Risk on Retirement

    This document explores how climate change impacts retirement planning, investments, housing, and health across policy and economic dimensions through essays and funded research.

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    • Date: Oct 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Pensions & Retirement; Public Policy
  • Needs Versus Wants: What do Collective Defined Contribution Plans Address?

    Needs Versus Wants: What do Collective Defined Contribution Plans Address? Review of paper describing Collective Defined Contribution Plans. the elimination of traditional pensions by many ...

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    • Authors: Esther W Peterson , Mark Shemtob, Lee Gold
    • Date: Apr 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Public Policy; Public Policy
  • The Advice Challenge

    Though some defined contribution plans have added retirement income options in the form of annuities, there is a challenge to retirees in deciding whether to select such options and if so the ...

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    • Authors: Mark Shemtob
    • Date: Apr 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Post retirement risks
  • Session 028: Best of Both Worlds: Combining DB and DC Plans

    Session 028: Best of Both Worlds: Combining DB and DC Plans The presenters in this session will discuss the simultaneous use of DB and DC plans. With the continued growth of DC assets and the ...

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    • Authors: Lisa Canafax, Arin Bratt, Jillian Kennedy
    • Date: Jan 2020
    • Competency: Results-Oriented Solutions
    • Topics: Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans