Pension Presentations

Capitol hill briefing presentation on lifetime income, highlighting public policy options and tools. (April 13, 2018)

Presentation on Capitol Hill by Multiemployer Committee on how to address failing multiemployer plans and strengthen the multiemployer pension system. (June 27, 2017)

Presentation on lifetime income insurance products and related issues at the NAIC Center for Insurance Policy and Research (CIPR) Symposium on retirement issues. (June 16, 2015)

Presentations from the Academy’s forum, Retirement for the AGES: Measuring for Success. (May 1, 2014)

Presentation by Steve Goss, Chief Actuary of the Social Security Administration, at an Academy Capitol Forum webinar on the Disability Insurance Trust Fund. (April 24, 2014)

Pension Committee Vice Chairperson Ellen Kleinstuber presentation on the impact of increasing longevity on retirement to the National Conference of Insurance Legislators. (March 7, 2014)

Capitol Hill briefing presentation that introduces the foundational principles needed to examine retirement plans and policy proposals designed to provide a secure and sufficient retirement as part of the Academy’s Retirement for the AGES initiative. (January 17, 2014)

Capitol Hill briefing presentation that examines the financial risks of increased lifespans and the need for retirees to secure lifetime income. (June 27, 2013)

Slides from the November 27, 2012 Social Security webinar discussing the assumptions used to evaluate Social Security’s financial condition, and providing an overview of the actuarial status of Social Security based on the 2012 Trustees report. The audio of the presentation is available here. (November 27, 2012)

Pension Practice Council presentation for the Capitol Hill Briefing: Important New Research Findings Indicate a "Rising Tide" of Contributions Facing Defined Benefit Pensions. Presenters from the American Academy of Actuaries and Society of Actuaries discussed new research findings from the actuarial profession that illustrate pension funding challenges facing the private defined benefit system. Presenters also discussed important implications for plan sponsors, beneficiaries, and policymakers. 

Other briefing resources: (October 11, 2011)

Pension Practice Council’s presentation slides for the Capitol Hill briefing: An Actuarial Perspective on the 2011 Social Security Trustees Report. Presenters from the Academy's Social Security Committee shared insights on the 2011 Social Security Trustees Report and presented reform options that, if enacted now, could help address Social Security's long-term financial soundness.
(May 26, 2011)

Pension Practice Council presentation slides of the April 4 Capitol Hill briefing on Pension Risk and Your Retirement. Presenters Ethan Kra and Lane West addressed the risks inherent with retirement plan designs and the implications for retirement planning and public policy reforms. The video of the briefing is also available. (April 14, 2011)

Pension Practice Council presentation slides for the July 15 webinar about the Governmental Accounting Standards Board's recently released Preliminary Views document on Pension Accounting and Financial Reporting by Employers. Panelists discussed several aspects of the GASB document along with an overview of the GASB's progress on the Pension Accounting and Financial Reporting research project.

(July 16, 2010)

Pension Practice Council presentation at an ERISA Advisory Council meeting on the topic of retirement distribution options. (July 4, 2005)

Senior Pension Fellow presentation on DB vs. DC plans at an international forum on retirement security, "A Balancing Act: Achieving Adequacy and Sustainability in Retirement Income Reform." (March 4, 2004)

Senior Pension Fellow presentation to the ERISA Advisory Council on the topic of increasing pension coverage and preparing for retirement. (July 17, 2001)

Presentation of a report to the NAIC on the cost of Medicare supplement insurance policies. (June 8, 2000)