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Philosophy and Practice of Investment Income Allocation
implications of investment income allocation for individual and group products, bases available for subdivision ... business, applicability of new money rates to individual and group products, and regulatory restraints ...- Authors: Charles E Farr, Daniel J McCarthy, Thomas C Sutton
- Date: Jun 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Pensions & Retirement>Assumptions and methods; Public Policy
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Session 103: How Equitable is Your Actuarial Equivalence?
Session 103: How Equitable is Your Actuarial Equivalence? A pension plan uses Actuarial ... Actuarial Equivalence. How does a change in mortality table or interest rate affect the ultimate benefit? What ...- Authors: Mitchell Serota, Lisa Schilling, Robert Izard
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Private sector plans; Public Policy; Public Policy
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Late Breaking Developments
Late Breaking Developments This session from the 1995 SOA Boston Meeting focuses on recent legislative ... the Department of Labor, the SEC, the new CPI table and court decisions. From the Record of the Society ...- Authors: Richard Schreitmueller, R Hardin Matthews
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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Pensions 1949
(Deposit Administra- tion) ; pension trusts, with individual policies straight, or with a collateral fund ... employee to choose his wife as a joint-and-survivor annuitant without underwriting restrictions and with only ...- Authors: Dorrance C. Bronson
- Date: Nov 1949
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Public Policy
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Digest of Reports on Topics of Current Interest
Digest of Reports on Topics of Current Interest This is a digest of reports on topics of current ... Outlook Study, 2. Mortality Investigation on Individual Lives, and 3. Legislative Matters of Interest ...- Authors: Ernest J Moorhead, Albert Pike, William Henry Schmidt, JOHN H MILLER, Dale R Gustafson, Wendell Milliman
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession; Public Policy; Public Policy
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Retirement Plans for Self-Employed
not now available on an individual policy basis? How may existing individual or group programs be adapted ... legislation permitting premiums and deposits on individual retirement savings plans to be deducted up to ...- Authors: Society of Actuaries
- Date: Oct 1957
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Global Perspectives; Pensions & Retirement>Plan design; Public Policy
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The Rising Tide of Pension Contributions Post-2008: How much and when?
The Rising Tide of Pension Contributions Post-2008: How much and when? This report provides a system-wide ... legislation;Pension liabilities=Pension obligations;Pension valuation; 19863 1/1/2011 12:00:00 AM ...- Authors: Society of Actuaries
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Public Policy
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Pension Plan Principles and Practices
Pension Plan Principles and Practices This presentation made at the SOA 1975 New York meeting ... and practices for pension plan construction and valuation. A committee of the American Academy of Actuaries ...- Authors: James F A Biggs, Michael J Mahoney, George B Swick, John E Hanson
- Date: Apr 1975
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Pensions & Retirement>Private sector plans; Public Policy
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Analysis of the Pension Reform in Mexico
Analysis of the Pension Reform in Mexico In 1995, Mexico replaced the public pay-as-you-go ... system by a privately managed system based on individual accounts. This paper analyzes the causes that ...- Authors: Hector Sandoval-Luna
- Date: Dec 2004
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy
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Communicating the Financial Health of Public Pension Plans
Actuarial Accrued Liability (AAL) and Actuarial Valuation of Assets (AVA), and the funding ratio derived ... schools division accounting for most members (see Table 1). Technically PERS is a cost-sharing multiemployer ...- Authors: George (Sandy) Mackenzie
- Date: Jun 2014
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Public sector plans; Public Policy