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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 ...

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    • Authors: Lee Gold, Victor Harte
    • Date: Sep 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement
  • 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
  • lifetime-manage-retire-fin-risks

    In this webcast, two points of view are presented - Seven Life Defining Decisions, which presents an individual perspective on lifetime financial choices, and Life-Cycle Fund Design, which ...

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    • Date: Oct 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Finance & Investments; Modeling & Statistical Methods; Pensions & Retirement
  • aligning-retirement-workforce

    This interactive webcast uses case studies and a new framework to show how retirement plans and practices can be fitted to best serve organizations’ missions and objectives, guided by data and ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Enterprise Risk Management; Pensions & Retirement
  • Social Security Update

    Social Security Update This webcast will update listeners on the financial status of the U.S. Social Security program, describe half a dozen widespread myths, and discuss the reality of "waste, ...

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    • Date: Feb 2026
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Pensions & Retirement; Public Policy; Social Insurance
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