Estimating retirement benefit expense using Excel
Date and time
Location
Online event
Refund policy
Focusing on maximizing Excel functions in computing the retirement benefit expense and obligation.
About this event
Coverage of the virtual training
- Limitations of computing the benefit using simple Excel
- Requirement of hiring an actuary
- Frequency of estimating accrual
- How materiality affects the decision whether to hire actuary or not
- The next steps after the Excel calculation
Course level: Intermediate
Order of the day
- 09:00 to 09:30 AM – Join the virtual training early to sort any technical issues.
- 09:30 to 09:45 AM – Check-in QUIZ (5 True/False questions)
- 09:45 to 10:30 AM – Discussion and lecture
- 10:30 to 10:35 AM – Quick break
- 10:35 to 11:05 AM – Individual Activity (case study with 5 True/False questions)
- 11:05 to 11:15 AM – Debriefing of answers from Individual Activity
- 11:15 to 11:30 AM – Q&A
- 11:30 to 12:00 PM – Final Quiz (8 True/False; 1 Multiple Choice; 1 Problem-solving questions)