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Financial Education: Employer Trends, Liability and Considerations
Financial Education: Employer Trends, Liability and Considerations This article describes the need for and the benefits of implementing a financial education program for employees Asset ...- Authors: Rick Storms
- Date: Dec 1998
- Competency: Strategic Insight and Integration
- Publication Name: Small Talk
- Topics: Finance & Investments; Pensions & Retirement
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retirement-planning-middle-aged-adults
This webcast presents findings from a recent report sponsored by the Aging and Retirement Strategic Research Program that explored the savings and retirement planning of 35- to 45-year-olds through ...- Date: May 2024
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Pensions & Retirement
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2023-professionalism-town-hall
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 ...- Authors: Hal Pedersen, Christian Robert
- Date: May 2024
- Competency: Communication; Leadership; Professional Values
- Topics: Actuarial Profession; Finance & Investments; Pensions & Retirement
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A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective
A Tale of Two Pension Plans: Measuring Pension Plan Risk from an Economic Capital Perspective The SOA is pleased to make available a report updating the 2012 risk assessment performed by Porteous ...- Authors: Stephen Bonnar, Lori Curtis, Jaideep Oberoi, Aniketh Pittea, Pradip Tapadar
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; Finance & Investments>Asset allocation; Finance & Investments>Economic capital; Finance & Investments>Risk measurement - Finance & Investments; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Pensions & Retirement>Risk management; Finance & Investments>Economic Scenario Generators
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2023-financial-well-being-role-employers
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 ...- Date: Jul 2023
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Finance & Investments; Long-term Care; Pensions & Retirement
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2024-alternative-investments-in-institutional-portfolios
Are you interested in alternative investments and their role in professionally managed institutional portfolios? Join us for an engaging discussion that delves into the nature of alternative ...- Authors: Amy Trainor
- Date: Aug 2024
- Competency: External Forces & Industry Knowledge
- Topics: Finance & Investments; General Insurance (Property & Casualty); Life Insurance; Pensions & Retirement
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Bankruptcy and Benefit Plans
Bankruptcy and Benefit Plans Discussion of bankruptcy and the implications for benefit plans, the obligations, collectively bargained benefits. Specific discussion of the LTV case. Bankruptcy; ...- Authors: Lawrence J Sher, Application Administrator, Mark Wintner
- Date: Apr 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Pensions & Retirement
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2023-china-symposium
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 ...- Authors: Society of Actuaries
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
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2022-invested-long-term-pensions
Dedicated to those interested in the approaches of long-term pension assets, the How Should Long-Term Pension Assets Be Invested? A Debate webcast allows you to focus on where to devote your ...- Authors: Society of Actuaries
- Date: Dec 2022
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Finance & Investments; Pensions & Retirement
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2023-covid-19-experience-us-uk
Discuss a comparison of the U.S. general and insured population mortality experience and how COVID-19 and non-COVID-19 excess deaths impacted the populations differently. Discover the population ...- Authors: David Lu , Carolyn Covington, Nina Han
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Economics; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance; Environment