ACTEX Learning Presents:
ACTEX eLearning Webinar:
The Future of Retirement: How and When Will People Retire?
Co-Sponsored by the Canadian Institute of Actuaries
and in cooperation with the Society of Actuaries
1.5 SOA/EA CPD Credits/Training Hours
This is a potential source of 1.25 hours of CPD for the Canadian Institute of Actuaries
The population is aging, individuals are living longer, and many employers have moved away from traditional retirement plans. In the U.S., periods of retirement have increased a great deal even though some people are continuing to work longer. Many people say they want to work as part of retirement and some do, but there are few formal phased retirement programs. Society of Actuaries research offers information about how and when people are leaving the labor force. Many are leaving earlier than expected, and there are big questions about what retirement will look like in future decades. Employers are increasingly seeking out older workers in a tight labor market, and immigration policy changes could produce significant changes.
During this webinar, case studies will offer practical experience and recent developments. The practical experience will provide insights about what factors will lead to individual success as an older worker, and what factors are barriers. This will also provide insights about what types of jobs are most available and about the acceptance of older workers in practice. Findings will be shared from a July 2017 Government Accountability Office (GAO) report which offers a broad up-to-date look at employer use of phased retirement.
When we think about the future, there are a number of questions to ask. How long a retirement will be supported by public and employer programs, and who will benefit from these programs? What will be the components of retirement, and how will continued work fit? Will employers support programs to permit a gradual phase-out? Will policy encourage employment of older individuals, and will there be innovation in this regard? To what extent will people be “pushed” out of the labor force? Are there parallel issues in other countries?”
Who Should Attend:
- Professionals and academics interested in designing retirement programs, employment of older workers, human resources, and employee benefits
- People planning their own retirement
- Financial advisors interested in these issues.
- Policymakers and thought leaders interested in the aging society
At the end of this webinar, you will know about how work is often part of retirement, how older worker employment is changing over time, what factors make such work important for employers and employees, and the future of work during retirement.
- For employers: Seminar will offer insights into trends and issues to be considered as they analyze future strategies
- For actuaries and pension consultants: Seminar will offer important information about how retirement is changing and how this should be considered in the development of retirement programs
- Individuals considering retirement: Seminar will offer insights into societal trends and some of the solutions that have been used by individuals and employers
- Financial advisors and counselors: Seminar will offer insights into matters of importance to people nearing retirement
- Policymakers and thought leaders: Seminar will offer insights into highly relevant societal trends and issues.
Anna Rappaport, FSA, MAAA
President, Anna Rappaport Consulting
Anna Rappaport is an actuary, consultant, author, and speaker, and is a nationally and internationally recognized expert on the impact of change on retirement systems and workforce issues. One of the issues she has been passionate about for many years is creating better work opportunities for older workers and increasing access to phased retirement. Anna chairs the Society of Actuaries Committee on Post-Retirement Needs and Risks and she is a Past-President of the SOA. She serves on the Advisory Board of the Pension Research Council and the Board of the Women’s Institute for a Secure Retirement. She was awarded the Lifetime Achievement Award by the Plan Sponsor Council of America (PSCA) in 2017. For more information see her website, www.annarappaport.com.
CEO, Mature Caregivers and RetirementJobs.com
Tim Driver is a social and tech entrepreneur who founded and leads a company addressing two aspects of aging and longevity: employment and caregiving. Mature Caregivers, a tech-enabled in-home care service pairs certified caregivers age 50+ with elders requiring care, while sister brand RetirementJobs.com operates America’s largest career site for people over 50, with more than one million registered job seekers. Driver is responsible for setting the company’s mission and vision and leading a team of employees and contractors. Earlier in his career, Driver held management positions at Salary.com, AOL and Accenture. He holds an MBA from Georgetown and a BA from Macalester College.
Your registration includes 180-day access to the recording and handouts.
Corporate Customers: ACTEX will provide a self-registration site and activation key for your participants. The first 100 will be enrolled in this webinar. This makes it easy to offer continuing professional development opportunities without the need for administrative attention.
Please Note: Participants must agree to the ACTEXeLearning.com Site Policy in order to access this webinar.
EA Credit Information:
The Joint Board for the Enrollment of Actuaries (JBEA) has approved ACTEX as a qualifying sponsor of continuing professional education (CPE) programs for enrolled actuaries.
ACTEX believes in good faith that you may earn continuing professional education (CPE) non-core non-ethics credits under the Joint Board for the Enrollment of Actuaries (JBEA) rules for attending this webinar. The JBEA makes the final determination about what constitutes core, non-core, ethics, or non-ethics CPE and the number of CPE credit hours allocated.