Description: Are Accelerated Underwriting (AU) programs performing as expected? As mortality experience will (hopefully) be slow to emerge, it is pivotal that we look at alternative methods of monitoring early performance. From random hold outs, to post-issue APS's, and post-issue prescription profiles, explore popular monitoring techniques and lessons learned so far. Focus on confusion matrices that provide an early indication of mortality slippage relative to fluid-based underwriting decisions. Finally, explore statistical methods to determine what constitutes credibility and identify opportunities to think about mortality slippage more robustly.

Description: The Society of Actuaries is committed to fostering a more inclusive and diverse environment in the U.S. and elsewhere around the world for members, candidates and customers wherever they live. An important aspect of this commitment is dedicated research that the Society of Actuaries has sponsored to further advance this effort. Explore diversity, equity and inclusion issues from the aspect of retirement preparedness and other aging issues. Results from a recently released research report and author's views from an invitation to write essays on these issues will be presented with an opportunity for audience suggestions for future work.

Description: Actuarial leaders are continuing to adapt to fully remote and hybrid environments, while also evolving their strategies to accommodate shifting needs and increase retention as the war for talent intensifies. In order to build engaged and future-focused teams that are loyal in the long-term, leaders must refine their management approach and be intentional about helping employees build relationships, connect to culture and lean into their futures with the organization. Listen as panelists share their insights on the role professional development plays in retention and ways they've effectively supported their own employees' growth and advancement to build long-term loyalty.

Description: The Society of Actuaries, in conjunction with the Canadian Institute of Actuaries, recently commissioned a research project on Benefits at Risk and Jean-Francois Begin is conducting the research. Prepare to review Professor Begin's findings and review other work related to determining capital adequacy for benefits payable in non-insured pension payout schemes. This session will be of interest to actuaries working with non-insured defined contribution solutions and to actuaries working in trusteed defined benefit pension plans.

Description: With the persistent low interest rate environment, fast pace of regulatory changes and the size of insurers' back-books relative to new business, it is no surprise that insurers have become increasingly focused on their management of non-guaranteed elements ('NGE') for life and annuity business. Come explore the opportunities and challenges offered by NGE management, with consideration for market trends, regulation, the new ASOP 2 and emerging case law.

Description: The Retirement Section Research Committee (RSR) of the Society of Actuaries Research Institute is interested in an exploration of the evolution of the effects of pension plans on their sponsors from a corporate financial perspective and the implications for plan sponsors, actuaries working on these plans and other impacted stakeholders.

Description: Required Minimum Distributions are the minimum amounts that a retiree must withdraw from their qualified pensions. The Secure Act made major changes to the rules surrounding RMDs, updating the Life Expectancy and Distribution Period Tables. In this joint-sponsored session of the Retirement and Taxation sections, the changes in these rules will be discussed. Focus on their impact to the retirees, the amount and timing of their distributions, and the retiree's potential tax ramifications.

Description: Session 2– Going Deeper through examples InsurTech (1) identifies a pain point to the industry, (2) brings a technology solution to address the shortcoming with a (3) business model that makes sense for all. Expect an illustration of this three-point structure through a handful of start-ups from various backgrounds (health, life, general operation) dealing with various aspects of the insurance value chain (acquisition, risk management, back-office…).

Description: Dive into the challenges of practitioners working across components that make up the Risk Management infrastructure with a variety of health, life and P&C insurers in this panel discussion webcast. Panelists will highlight how these insurers operate with the data and tools available to them and the existing challenges in interactions with an organization's leadership. Be part of this webcast that delves into the interplay between first- and second-line defense and how high levels of independence and professionalism can be achieved in a fast-moving, multi-discipline cross functional ERM role.

Description: ReFocus is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch speakers, thought-provoking sessions, and superior networking opportunities.