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A Retirement System Granting Unit Annuities and Investing in Equities
A Retirement System Granting Unit Annuities and Investing in Equities In March this ... vs. variable annuities are provided. Annuity valuation;Equities=Common stock=Stock=Preferred stock;Inflation;Product ...- Authors: Robert M Duncan
- Date: Jun 1952
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding
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The SERIOUS System: A New Model for Retirement Income Success
Most often, these lump sums are transferred to individual accounts and the employees are responsible for ... modification or legislative intervention. Many of the individual components and design features of the SERIOUS ...- Authors: Ken Beckman
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Diverse Risks 2016 Call for Essays
and opinions expressed herein are those of the individual authors and are not necessarily those of the ... balances no matter how long someone lives. Each table represents a combination of a portfolio approach ...- Authors: Society of Actuaries
- Date: Apr 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
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Author’s Response to Comments
benefit payments) from all plan sponsors that an individual may have used are automatically combined by the ... 3.5% interest rate and Annuity 2000 mortality table (p.9). While it may be true that a significant number ...- Authors: Ken Beckman
- Date: Dec 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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Increased Interest in International Plans
contributions may be tax effective depending on individual cir- cumstances. Members can choose from a wide ... dictate their own level of involvement. o The table below gives a brief comparison of funded plans ...- Authors: Carl Hansen
- Date: Sep 2012
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Global Perspectives; Global Perspectives>Multinational companies; Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Funding; Pensions & Retirement>Hybrid plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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Operation De-Risk: Creative Arrangements for Sharing Risks
Unlike a DC scheme, where employees have individual accounts, within a CDC scheme contributions ... participants with a hypothetical or notional individual account, is the most common type of hybrid plan ...- Authors: JOHN ANDREW TURNER, Conrad Ferguson, Mark Anthony Macharia
- Date: Jun 2015
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Hybrid plans
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Employers Should Consider a Single Plan Document
through tax-deferred accounts than distributed to individual shareholders who might have already hit the ... plans into those that fit the definition of an individual account plan (where the benefit at retirement ...- Authors: Barry Kozak
- Date: May 2018
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
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A System to Evaluate and Compare Defined Contribution Plans
programs increased, did the knowledge base of individual users—employees—keep pace? Participants in these ... repre- senting large numbers of employees. An individual employee must rely on information at hand, which ...- Authors: Dylan Porter, Marc Des Rosiers
- Date: Jun 2017
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans
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A Portfolio Approach to Retirement Income Security
planner who can help them with these decisions. Table 1 shows how various RIGs meet common retirement ... their unique goals and circumstances. Note that Table 1 is intended to illustrate broad concepts about ...- Authors: Steven Vernon
- Date: May 2016
- Competency: Communication>Difficult message delivery; Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Finance & Investments>Asset allocation; Pensions & Retirement>Defined contribution and 401k plans
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Replacing the Replacement Rate: A Better Way
Replacing the Replacement Rate: A Better Way The standard for measuring retirement income ... working The target then becomes 100 percent. At an individual level, some people will want to target a better ...- Authors: Bonnie-Jeanne MacDonald
- Date: May 2017
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: International News
- Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Social Insurance>Social Security