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Don't Let Disability Derail Retirement Security - Rappaport and Kaleda

1 hr CFP®, CRC®, PACE CE

Gain insight into the unintended consequences that expose disabled employees to retirement security risk, caused by the shift from defined benefit to defined contribution plans.


Overall Rating:   4.1 / 5

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           Elearning courses           MP3 Audio Download and PDF handout
Online elearning & MP3 Audio Download
Presenter:
Anna Rappaport, FSA, MAAA, Anna Rappaport Consulting - Post-retirement Needs and Risks Thought Leader
David Kaleda, Principal at the Groom Law Group David Kaleda, Principal at the Groom Law Group        

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About this course:

Disability affects many Americans, but it is not well understood and only 31% of civilian workers have long term disability coverage.

 

Traditional defined benefit plans usually included some protection so that disability would not destroy retirement plans. In contrast, defined contribution plans have no built-in protection.

 

This webinar will help us answer this question: How are we helping our clients plan for retirement considering disability risks in an increasingly DC-only world?

 

Disability, mortality, and other risks continue to exist, yet DC-only retirement environments shift more of the risk to the employee. What should DC-only sponsors be doing now to help their employees manage disability risks and prevent retirement plans for being derailed? What are some of the policy issues related to offering continued contributions to DC plans during disability?

Anna Rappaport,  FSA, MAAA - Anna Rappaport Consulting - Post-retirement Needs and Risks Thought Leader - Retirement Speakers Bureau 

In this session you’ll learn how:

  1. How disability can derail retirement security

  2. How DB plans have traditionally provided disability coverage

  3. Public awareness of this issue

  4. Legal challenges facing employers who want to provide continued retirement savings during disability

  5. What employers might do in DC plans

  6. What individuals can do

  7. Ideas for improving participation in long term disability plans

Anna Rappaport and David Kaleda co-authored an article on this subject published in May, 2013 for the SOA Pension Section News.

 

Your presenters for this session:

Anna Rappaport, FSA, MAAA, is an internationally known researcher speaker and author. She chairs the Society of Actuaries Committee on Post Retirement Needs and Risks and is a Past President of the SOA. She founded Anna Rappaport Consulting in 2005 after retiring from Mercer. She completed 50 years as a Fellow in 2013. .

David C. Kaleda, based in Washington D.C., is a principal at the Groom Law Group Chartered in the Fiduciary Services practice group. David has extensive experience dealing with the ERISA and tax issues that impact employee benefit plans. During his career, he has written articles and spoken at conferences about a variety of employee benefits-related topics.

 

Retirement Speakers Bureau

Moderator: Betty Meredith, CFA, CFP®, CRC®, Int'l Retirement Resource Center Managing Member and InFRE's Director of Education and Research

 

Please visit the Retirement Speakers Bureau to find out how you can request these presenters and other industry leaders to speak at your next meeting, conference, or other event.

 

View a brief YouTube clip of this and other courses:
Don't Let Disability Derail Retirement Security - Rappaport and Kaleda  - YouTube clip
Visit Retirement Insight & Trends for articles by leading industry experts:
Don't Let Disability Derail Retirement Security - Rappaport and Kaleda  - Retirement InSight and Trends article

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied with these courses, see our refund policy.

Specifications: 60 minute elearning course
SKU: 03IRRCDisabiltyAndRetElearn13
Knowledge Level: 3 - Intermediate

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