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Episode 84: Defined Benefit Renaissance
- 2024/04/10
- 再生時間： 54 分
- ポッドキャスト
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サマリー
あらすじ・解説
My guest for Episode 84 is Zorast Wadia, FSA, MAAA, EA, FCA, CFA, Principal and Consulting Actuary at Milliman.
The theme for the episode is 𝗗𝗲𝗳𝗶𝗻𝗲𝗱 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗥𝗲𝗻𝗮𝗶𝘀𝘀𝗮𝗻𝗰𝗲.
Zorast and I explore the following topics:
✅ Defined benefit (DB) plans and defined contribution (DC) plans
✅ Plan sponsors, valuation actuaries, and retirement plan operations
✅ Cash valuation and financial accounting valuation
✅ Differences between corporate and public pension plans
✅ Milliman’s Corporate Pension Funding Study
✅ Environmental changes that recently shined a light on DB plans
✅ The unfreezing of IBM’s DB plan and its implications for the market
✅ The American Rescue Plan Act
✅ Risk retention, risk management, and risk transfer for DB plans
✅ Annuity purchase activity for frozen DB plans
If you are interested in learning about the retirement space, you want to listen to this.
My Website: maverickactuary.com
The theme for the episode is 𝗗𝗲𝗳𝗶𝗻𝗲𝗱 𝗕𝗲𝗻𝗲𝗳𝗶𝘁 𝗥𝗲𝗻𝗮𝗶𝘀𝘀𝗮𝗻𝗰𝗲.
Zorast and I explore the following topics:
✅ Defined benefit (DB) plans and defined contribution (DC) plans
✅ Plan sponsors, valuation actuaries, and retirement plan operations
✅ Cash valuation and financial accounting valuation
✅ Differences between corporate and public pension plans
✅ Milliman’s Corporate Pension Funding Study
✅ Environmental changes that recently shined a light on DB plans
✅ The unfreezing of IBM’s DB plan and its implications for the market
✅ The American Rescue Plan Act
✅ Risk retention, risk management, and risk transfer for DB plans
✅ Annuity purchase activity for frozen DB plans
If you are interested in learning about the retirement space, you want to listen to this.
My Website: maverickactuary.com