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  • Credibility Theory: An Application to Pension Mortality Assumptions
    use credibility theory or to adjust mortality table assumptions in their practice, the paper provides ... Plan Mortality Experience Standard Mortality Table (relevant data) Lots of data, but may not accurately ...

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    • Authors: Julie Curtis
    • Date: Feb 2018
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans
  • Retirement Adequacy in the United States: Should We be Concerned?
    available to the layperson that can help an individual, or even a policymaker, develop an informed ... the circum- stances surrounding a particular individual, the results of this study could reveal some ...

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    • Authors: Deborah Tully, Julie Curtis
    • Date: Oct 2018
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Retirement Section News
    • Topics: Pensions & Retirement>Retirement risks; Public Policy
  • Upcoming Changes in Actuarial Standards of Practice
    Upcoming Changes in Actuarial Standards of Practice Review of 2018 changes to retirement-related ... Measuring Pension Obligations: guidance on mortality table selection Tammy also discussed the current Risk ...

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    • Authors: Julie Curtis
    • Date: Feb 2018
    • Competency: Professional Values>Practice expertise
    • Publication Name: Retirement Section News
    • Topics: Actuarial Profession>Standards of practice; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
  • Risk Management for Pension Plans
    but a person's decision on when to retire is individual, and there's a broad span. The later people retire ... You can take expiration to mean either of the individual or, as I intended here, of the annuity because ...

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    • Authors: Julie Curtis, Arthur Conat, Joseph Bellersen, Peter Michaels
    • Date: May 2004
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Risk management