Description: The article discusses the recent final and proposed regulations published by the IRS and Treasury on the required minimum distribution rules for qualified plans, which implement changes made by SECURE 1.0 and SECURE 2.0. The article is intended to identify the important rules in the final regulations, provide a framework for determining how the rules apply to beneficiaries of qualified plans and IRAs, describe the key differences between the earlier 2022 proposed regulations and the final regulations, and it summarizes the SECURE 2.0 provisions contained in the new proposed regulations.

Description: 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 responses to such issues.

Description: 2024 Questionnaire for Kyle M. Rudden

Description: 2024 Questionnaire for Shoaib Soofi

Description: Learn more about the results of the 2024 SOA board of directors elections.

Description: 2024 Board Member Candidate Page for Kyle M. Rudden

Description: Review the schedule for the Fellowship Admissions Course (FAC), which includes both in-person and virtual options.

Description: 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' Annuity Reserve Valuation Method (CARVM). Such products include Term Life, Whole Life, Universal Life, and Fixed Annuity with and without rider. We will also review sources of capital redundancy from the C-1 factor under Risk-Based Capital (RBC) and assets such as Unrated Asset Credit Fund can have high C-1 factor even if its risks are limited. At the conclusion of the second part, the attendees will learn about potential Reserve Relief reinsurance solutions. Such solutions can provide Reserve Relief for annuity and term life businesses, as well as potential innovative asset-side solutions. Asset managers can structure assets that the C-1 factor aligned with the corresponding risk.

Description: 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 professionalism topics and standards of investment practice. Participants will then work through several case studies in an investment context, each of which will have its own specific professionalism considerations. Audience polling and discussion will be included as part of each case study.

Description: Join us for this webcast that focuses on case studies covering the ethical challenges and dilemmas that pension actuaries are currently facing. Participate in an interactive opportunity for audience members, as interaction is highly encouraged.