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A New Old Approach - The Open Group Funding Method Shows Why Social Security systems face Solvency Problems
A New Old Approach - The Open Group Funding Method Shows Why Social Security systems face Solvency Problems ... in the first place. It is simply an open group valuation problem. Social Security; 3779 5/1/1997 ...- Authors: Robert M Katz
- Date: May 1997
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Actuary Magazine
- Topics: Finance & Investments; Pensions & Retirement>Public sector plans; Social Insurance>Social Security
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Worldwide Social Security Programs
the government, employer-sponsored plans, and individual savings. The government system is also multifaceted ... announced a new claw-back provision so that if, as an individual, you have income greater than $70,000 per annum ...- Authors: Francisco Bayo, John M Bragg, Robert Brown, Stephen Goss, John H Grady, Ronald L Haneberg, Robert M Katz, Charles Kramer, Robert J Myers, Thomas F Wildsmith, G Ricardo Campbell
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Social Insurance>Government-funded healthcare; Social Insurance>Social Security
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Will Defined Contributions DC Take Over?
established social security system based on DC. Table 1 shows when legislation was introduced that made ... that they work with a national provident fund (Table 1). That's the only unifying theme. You can see ...- Authors: Ken E James, Robert M Katz, Michael D Mills, William G Osenton, Angela Li
- Date: Jun 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Defined benefit plans
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Portability of Pensions: Worldwide Experience
some actuarial considerations: for example, the valuation of benefits, the kinds of benefits that transfer ... financial concerns of a plan sponsor or an affected individual. Are there winners and losers in portability ...- Authors: Robert M Katz, Raymond E Sharp, Charles Barry H. Watson
- Date: Apr 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Plan design
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Facing the Challenge of Aging Populations
deal with the replacement of income that the individual thinks he or she needs to lead a satisfactory ... problem is that the World Bank concentrates on an individual, rather than on a collective, solution. It does ...- Authors: Robert M Katz, Robert J Myers, Christopher David Daykin, Estelle James, Charles Barry H. Watson
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Social Insurance>Social Security
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Social Security: Is an Equitable Design Possible?
resources be considered as available to provide individual differentiation.." So, he's really saying get ... think about individual equity, if you like, on top. He's saying adequacy comes before individual equity.- Authors: Robert Brown, Robert M Katz, David M Knox
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Social Insurance>Social Security
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Actuaries in Nontraditional Roles
compensation area from the benefits area. The last valuation I did was in 1980. Somewhere in the 1980s, the ... but focused largely on the finance side—the valuation work. For instance, in the late 1980s, I signed ...- Authors: Jack Baumer, Kent M Bergene, Paul Bruce, Robert M Katz, Robert C. Ochsner
- Date: Oct 1996
- Competency: Communication; Professional Values>Practice expertise
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Competencies
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Social Security Systems Around the World
privately managed account which will provide individual recordkeeping for the savings of people. Based ... persons; to partially override the principle of individual equity with the principle of social adequacy; ...- Authors: Robert M Katz, Donald McIsaac, Fernando Troncoso, Christopher David Daykin, Krzysztof Ostaszewski, Charles Barry H. Watson
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Social Insurance>Social Security
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Nontraditional Career Alternatives
cultivated by a properly prepared and motivated individual. So please indulge me while I spend a little ... the travelogue along the path that led to this individual ending up in a nontraditional career. I think ...- Authors: John A Fibiger, John A Hartnedy, Robert M Katz, Barbara Lautzenheiser, Michael R. Winn
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>General business skills
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Alternative careers