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  • ltc-are-floodgates-opening

    Reinsurance discussions around blocks of long-term care (LTC) have been going on for years without many deals being consummated. However, in 2023 the action picked up and we saw the largest ...

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    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Long-term Care
  • 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)
  • What Retirement Plan Features Do Employees Really Want?

    What Retirement Plan Features Do Employees Really Want? An interview with actuary Lee Gold reveals preliminary results of a recent SOA research project which surveyed employees on what retirement ...

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    • 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
  • 2023-choosing-eval-integration

    Come learn from a panel of LTC industry professionals as they discuss setting goals for LTC wellness, measuring success of the programs, and integrating them with other LTC process (e.g.

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    • Authors: Juliet Michelle Spector, Stephanie Ann Moench, Richard Benson, Nicholas Sheahon
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Actuarial Profession; Modeling & Statistical Methods
  • living-to-100-s03b

    "Establishing Methods for Annual Updates to Cohort Life Expectancies – R. Dale Hall, FSA, CERA, MAAAManaging Director of Research, Society of Actuaries Research Institute Longevity Disparity ...

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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
  • living-to-100-s02c

    Both the SOA and AARP will showcase their recent research projects highlighting the impact of marginalization on aging and retirement. Learn how being a member of a marginalized group changes ...

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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
  • 2024-valact-session-6d

    The upcoming VM-22 standard promises significant changes for the non-VA life insurance industry, impacting regulatory compliance, risk management, and financial reporting. This presentation ...

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    • Date: Mar 2025
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Financial Reporting & Accounting; Modeling & Statistical Methods
  • 2024-valact-session-5e

    At the end of this session attendees will understand how their company's existing cash flow models can be leveraged to meet the new requirements for principle-based reserves under VM-22. 27608 ...

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    • Date: Mar 2025
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Financial Reporting & Accounting; Modeling & Statistical Methods
  • 2022-covid-exp-future-mort

    With mortality rates significantly higher in 2020 and 2021 due to the COVID-19 pandemic, actuaries that rely on historical experience cannot properly craft assumptions about the future due to the ...

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    • Authors: Mark Spong, Magali Barbieri, Patrick Nolan
    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Experience Studies & Data
  • Health Economics Module

    Health Economics Module View information on the Health Economics Module. Consumer-driven health plans=CDHP;Managed care;Major medical insurance Welcome to the Health Economics FSA Module home ...

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    • Authors: Society of Actuaries
    • Date: Dec 2018
    • Competency: Professional Values; Results-Oriented Solutions
    • Topics: Economics>Financial economics; Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health information technology