Advanced Search
Last Name
First Name
Company Name
City
Advanced Search
Pay My Dues
Update My Profile
Update My SOA CPD
View My Order History
View My Transcripts
Access My SharePoint
Actuary of the Future
Education & Research
Entrepreneurial Actuaries
Financial Reporting
Forecasting and Futurism
Health
International
Investment
Joint Risk Management
Long-Term Care Insurance
Management & Personal
Marketing & Distribution
Pension
Product Development
Reinsurance
Smaller Insurance Company
Social Insurance & Public Finance
Taxation
Technology
PROFESSIONAL INTERESTS
About Professional Interests
Sections
Areas of Interest
NEWS & PUBLICATIONS
Newsroom
Publications
Listservs
PROFESSIONAL DEVELOPMENT
Calendar
E-Courses
Podcasts
CPD Requirement
Presentation Archives
Competency Framework
PD Volunteer Resource Center
PD Ops Newsletter
Event Partnership Opportunities
CAREERS
Applicants
Recruiters
Interns
Careers at SOA
Career Resources
EDUCATION
Exams and Requirements
General Information
University/College Resources
Education Principles
Pathway to Membership
RESEARCH
Research at a Glance
Research Opportunities
Completed Experience Studies
Completed Research Projects
Software and Tools
Grants & Awards
ABOUT
SOA Overview
What is an Actuary?
Membership
Biographies and Photos
History
Market Research
Contact Us
Volunteer
LEADERSHIP
Current Initiatives
Strategic Management
Governance
Committees
Elections
Global Programs
Pension
Pension Finance Library
Pension Finance Knowledge Sharing Index
The Microsoft Excel file contains detailed information about articles which are useful to the study of the principles of finance and their application to pension plans.
Minimum Funding (MF)
Adequate Funding for a Pension Plan
By Michael M.C. Sze
Assumed Rates of Discount for Valuations of Publicly–Sponsored Defined–Benefit Plans
By Jeremy Gold
Final Report of the Task Force on Pension Funding
Source, Canadian Institute of Actuaries
Fixing the Pension Plan Funding Rules
By Edward E. Burrows
A Framework for Establishing Corporate Retirement Funding Policy
By Christopher M. Bone
Funding Defined–Benefit Pension Schemes
By David Morton
Hindsight
By Mark Ruloff
How To Stop the Insanity
By Jeremy Gold
Statement on "Corporate Pension Fund Accounting"
By George G. Benston, et.al.
Successful Defined–Benefit Plans Cost Less with Bonds
By Mark Ruloff
Treatment of Pension Plans in a Corporate Valuation
By Lawrence N. Bader
The Tax Consequences of Long–Run Pension Policy
By Fischer Black
Pension Home
Join a Section