Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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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 ...

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    • 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
  • Phased Retirement for Federal Workers
    income. At the time of full retirement, the individual would be appropriately compensated for the value ... to Phased Re- tirement, but less than if the individual had continued employment on a full-time basis ...

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    • Authors: Philip McCaulay
    • Date: Jan 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design
  • 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 ...

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    • 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
  • The Actuary Vol. 22, No. 2 The Nonqualified Plan Market
    the same products that were utilized in the individual market.. Now, we began looking at this market ... were producing very well using the traditional individual products, but. the needs and the competitive ...

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    • Authors: Sara K Miller
    • Date: Feb 1988
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design; Public Policy
  • 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 ...

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    • 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