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Spectrum Pension Consultants (part of Daybright Financial)
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BPAS
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3(16) Retirement Plan & Customer Liaison Compass
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Participant Services & Operations Coordinator Pentegra
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Retirement Plan Administrator (Part-Time) Accelefund, Inc.
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Free Newsletters
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
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11 Matching News Items |
| 1. |
Society of Actuaries Research Institute
Sept. 19, 2024
41 pages. "The Society of Actuaries (SOA) Research Institute's Mortality and Longevity Strategic Research Program Steering Committee issued a call for essays to explore the application of artificial intelligence (AI) to mortality and longevity.... The result of this effort is intended to provide a useful resource for readers to increase awareness and discussion around this topic and to set the stage for future research."
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| 2. |
Society of Actuaries
Nov. 25, 2025
15 pages. "The PRT market has seen robust growth, with $51.8 billion in premiums and over 750 transactions in 2024. The Society of Actuaries Research Institute convened a roundtable with stakeholders from insurers, reinsurers, consulting firms, and regulatory bodies to discuss the current landscape and future outlook."
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| 3. |
Society of Actuaries
Jan. 29, 2025
"The Society of Actuaries Research Institute's Retirement Plans Experience Committee (RPEC) has released an exposure draft of the Pub-2016 Public Retirement Plans Mortality Tables. The primary focus of this study was a comprehensive review of recent mortality experience of public retirement plans in the United States."
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| 4. |
Society of Actuaries
Sept. 26, 2024
"Long-run medical cost increases are estimated at 5.0% per year eventually declining to match the rate of increases in per capita incomes. The component assumptions of long-run medical cost increases are unchanged from last year. The Society of Actuaries Research Institute's Getzen Model Project Oversight Group (POG) expects that there will be greater budgetary resistance and more regulation in the future which will limit the share of total incomes/GDP devoted to medical care."
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| 5. |
Society of Actuaries Research Institute
Dec. 18, 2025
74 pages. "This paper examines the roles of various designs of decumulation-only CDC plans, referred to as Dynamic Pension (DP) plans, in providing sustainable retirement income for retirees.... [T]he paper explores crucial design elements for DP plans, such as valuation interest rates, benefit- smoothing mechanisms, and pension annuity forms. [The] findings highlight the necessity of a comprehensive design strategy for DP plans, incorporating regular reviews and adjustments to ensure fairness, stability, and participant satisfaction."
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| 6. |
Society of Actuaries, Urban Institute, and Women's Institute for a Secure Retirement [WISER]
Jan. 31, 2013
"The Committee on Post Retirement Needs and Risks is pleased to make available a research study that seeks to understand what has been done to determine the risks of running out of money in retirement. To fully understand the issues and opportunities, a round table of diverse experts was held in March 2012. This report summarizes the ideas that emerged from that round table, which was co-sponsored with the Urban Institute and the Women's Institute for a Secure Retirement (WISER)."
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| 7. |
InsuranceNewsNet.com
Nov. 3, 2025
"Excess mortality for Americans aged 65 or older dropped from more than 20% at the peak of the COVID-19 pandemic to only 1.3% in the past year -- according to a new analysis from the Society of Actuaries Research Institute.... Spikes in mortality persisted through early 2022, driving up the overall average excess mortality for the year, the analysis said. However, since that time, U.S. population mortality rates have returned to levels more consistent with 2019, and have exhibited the seasonal pattern usually seen in the U.S."
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| 8. |
Retirement Plans Experience Committee [RPEC] of the Society of Actuaries Research Institute
Oct. 26, 2025
"Excess mortality rates have continued to decline since the peak of the pandemic, and emerging data through JuneĀ 2025 suggests that there is still a small amount of excess mortality for the 65+ population."
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| 9. |
Society of Actuaries Research Institute
Apr. 12, 2023
34 pages. "[I]ndividuals with COVID-19 diagnoses saw morbidity and cost increases well in excess of standard medical cost trends once the direct effects of COVID-19 were removed and beyond the recovery period.... Based on the data examined, and the assumptions of reasonable measuring period endpoints, overall claims for members with a COVID-19 diagnosis remained at least 20% higher than before the month of diagnosis, even for periods greater than six months after the diagnosis."
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| 10. |
Society of Actuaries Research Institute
Apr. 24, 2022
33 pages. "The worst-case mortality scenario in the perturbation analysis corresponds to an improved mortality trajectory, implying that a retiree's aversion against mortality uncertainty is translated into the fear of longevity risk in retirement planning.... Even under the presence of mortality model uncertainty, annuitization can still induce a noticeable increment in utility. The optimal annuity payout pathway increases over time as mortality rate grows and more uncertainty about the future is resolved during the later stage of retirement."
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