Description: From the 1960 Transactions Vol. 12 No. 32, this ‘Discussion of Subjects of Special Interest’ addresses dividends. Topics include the reflection in dividends of new federal income tax basis for qualified pensions involving individual policies, and for certain annuities, rate of excess interest on supplementary contracts vs. accumulated dividends, and issues involving dividends on supplementary contracts.

Description: Pension risk transfer (PRT) involves two distinct disciplines of the actuarial profession, retirement and life insurance. This session is open to all but targeted to retirement actuaries looking to understand the considerations of how PRT is priced by life insurance actuaries and the nature of the risks that life insurers face. If you're a life insurance actuary, you will gain insight into how the retirement side views the PRT insurers, particularly in relation to safety.

Description: This session from the 1984 SOA Salt Lake City Meeting discusses Unisex legislation in the U.S. Congress on new and existing policies that eliminates gender in life insurance, pensions, health insurance and automobile insurance.

Description: The objective of this forum was to bring together basic factual material and to discover a good cross section of actuarial thinking in this field. From Transactions of Society of Actuaries 1950, Vol. 2, No. 2.

Description: This presentation presents a decumulation strategy during retirement with the purchase of deferred annuities.

Description: Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising inflation, dive into this webcast to learn better preparation for retirement security. How will we meet the future challenges of financial well-being? Discover research materials from the Geneva Association, Financial Finesse and the Society of Actuaries Aging and Retirement Strategic Research Program crafted to help clients and colleagues financially plan for the future.

Description: A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few decades. Some historical data on the insurance companies' share of retirement assets is included.

Description: Discuss interaction between defined benefit (DB) plans and defined contribution (DC) plans. Hear more about the impact of DB plans on DC plan design and vice versa. Learn about the differences in DB and DC plan governance and cross-over opportunities between these plan solutions.

Description: How might retirement income strategies be designed and their suitability assessed when retirees may differ substantially in their objectives, preferences and personal circumstances? Gain a wide-ranging overview of the key elements involved in formulating retirement strategies, drawing on the report, Primer on Retirement Income Strategy Design and Evaluation, which was recently released by the Society of Actuaries (SOA) Research Institute's Aging and Retirement Strategic Research Program. Hear about three types of income objectives-income floor, income target and income optimization-and how they imply different retirement strategies along with a different set of metrics to evaluate outcomes. We will also touch on key member attributes to account for: The nature of income risk, approaches to investing and drawing down on available assets to generate income, and how stochastic modeling can support the analysis. You will find something of interest in this session, regardless of prior familiarity with strategies for retirement.

Description: 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 communication and discussion, and more. Advance your career through learning and networking opportunities, and share your experiences in the finance and insurance industries, as well as other fields related to actuarial science.