Description: Panelists provide: [1] a summary of legal issues and recent federal court cases regarding employee and retiree benefit plans, and [2] discussion of three research papers providing new thought and insight involving the perspective of many disciplines about the aging population and changing family structures in the U.S. and around the world. From the 2002 Record of Society of Actuaries, Volume 28, No. 2. Session 143TS of the San Francisco Spring Meeting.

Description: Panelists discuss the evolution of U.S. pension benefits, funding, and payment conditions from 1940 to the present. From the Record of the Society of Actuaries, Vol. 25, No. 3.

Description: This meeting session presentation and discussion occurred at the 1980 SOA Spring Meeting in Minneapolis. The topic was retirement income security in Canada. Specific discussions included: the role of government plans, efforts to improve portability, indexing of private and government plans, funding requirements and how they have developed, disclosure regulations, mandatory retirement ages and mandatory plans, Saskatchewan legislation, human rights regulations, and recommendations of the Lazar Report. From Record of Society of Actuaries, Vol. 6, No. 2.

Description: Panelists at this session of the SOA 1997 Washington, DC Annual Meeting discuss pension plan tax strategies in light of recent tax law changes.

Description: This panel discussion examines a wide range of current topics about pension plans including proposed legislation around plan termination, proposed amendments to ERISA, rules about IRAs, IRS anti-discrmination rules and others. The role of the American Academy of Actuaries is discussed.

Description: Panelists in session 98PD of the New York Annual Meeting discuss the issues considered by corporate sponsors in making decisions regarding the design or redesign of retirement programs. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: This panel discussion addresses the forces influencing the direction of growth in income products. From the Record of the Society of Actuaries, Volume 27, No. 2, Session 46PD of the Toronto Spring Meeting.

Description: This session from the 1984 SOA Atlanta Meeting reveiws executive compensation focusing on retirement, disability and survivor benefits provided to corporate executives above those offered to other employees and the techniques to fund these programs.

Description: This panel discussion which was presented at the SOA's 1976 Spring Meeting in Washington D.C. focused on various pension plan issues which have arisen in difficult economic times in the mid-1970's.

Description: This session from the 1976 SOA Winter Meeting is about individual retirement accounts: Product and Marketing, Taxation, Reporting and Disclosure, and Roll-overs.