Description: This document is a summary of a session which was presented at the 1975 SOA Annual meeting. It includes discussions on the following topics: Effects of ERISA on valuation methods, discussion of Claude Y. Paquin's paper A Review of Actuarial Cost Methods for Defined Benefit Pension Plans, funding standard account, asset valuation and allocations, plan mergers, a discussion of Josiah M. Lynch's paper A Practical Approach to Gains Analysis, information related to Individual policy pension trusts.

Description: This paper aims to present a systematic procedure for valuing group self annuitization GSA payouts in the presence of changing mortality. Presented at Managing Retirement Assets Symposium

Description: This 1975 panel discussion SOA Bal Harbour Annual Meeting addressed the impacts of ERISA other than on pensions.

Description: The paper will focus on two broad areas, integration of insurance products with investment products to mitigate the risk of outliving one’s assets in post-retirement financial planning. Modeling and pricing for the longevity risk in the secondary market in insurance.

Description: This document is a summary of a presentation made at the 1975 SOA annual meeting discussing current and future trends with regard to: a Population and mortality, b Family structure, c Forms and role of government, d Economic forces including the saving process, productivity, and inflation., and e Public attitudes. The impact of these items on savings vs protection, individual versus pension, public versus private, pension product design, marketing and distribution and investment policy is discussed.

Description: This is the session transcript from Session 6A: Mortality Improvement Approaches from the January 4-6, 2017 Living to 100 Symposium in Orlando.

Description: The specific aim of the proposed research is to both theoretically and empirically catalog the different ways one could expect consumption in a household after retirement to be different than consumption before retirement. The long term goal of this research is to help better inform best practices for financial planners, professionals and educators in the construction of financially prudent retirement plans. This decomposition can be separated generally into three main paradigms. The first two of these paradigms concern how preferences affect consumption before and during retirement, while the third is concerned with the financial constraints retirement brings.

Description: This paper outlines findings from judgement and decision making and behavioral economics literature that focus on elements of the retirement savings decision. From the 2011 Enterprise Risk Management Symposium, March 2011.

Description: Overview of the papers presented at the Retirement Implications of Demographic and Family Change Symposium